Lehman & Derafelo Financial Resources’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,375	Closed	-$78K	–	119
2022 Q3	$78K	Hold	1,375	–	–	0.02%	114
2022 Q2	$87K	Buy	+1,375	New	+$92.4K	0.03%	115
2021 Q4	–	Sell	-1,375	Closed	-$104K	–	120
2021 Q3	$104K	Hold	1,375	–	–	0.03%	114
2021 Q2	$104K	Hold	1,375	–	–	0.03%	134
2021 Q1	$100K	Hold	1,375	–	–	0.03%	129
2020 Q4	$101K	Hold	1,375	–	–	0.03%	131
2020 Q3	$94K	Hold	1,375	–	–	0.03%	152
2020 Q2	$91K	Hold	1,375	–	–	0.03%	139
2020 Q1	$85K	Hold	1,375	–	–	0.04%	101
2019 Q4	$102K	Hold	1,375	–	–	0.04%	118
2019 Q3	$101K	Buy	+1,375	New	+$99.5K	0.04%	112

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lehman & Derafelo Financial Resources's EFAV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 1,375 shares — an estimated $78K sold.

Lehman & Derafelo Financial Resources first reported a position in EFAV in Q3 2019 and held it in 11 quarters. The position peaked at $104K in Q3 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,375 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $78K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI EAFE Min Vol Factor ETF position peaked at $104K in Q3 2021.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.