LWA
EFAV icon

LWS Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

LWS Wealth Advisors’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
Q1 		– Sell
-80,407
Closed -$6.17M – 59
2021
Q4 		$6.17M Buy
80,407
+2,585
+3% +$197K 2.53% 17
2021
Q3 		$5.86M Buy
77,822
+2,202
+3% +$171K 2.57% 17
2021
Q2 		$5.71M Buy
75,620
+9,499
+14% +$716K 2.54% 18
2021
Q1 		$4.83M Buy
66,121
+6,274
+10% +$460K 2.19% 18
2020
Q4 		$4.39M Buy
59,847
+2,568
+4% +$181K 1.97% 19
2020
Q3 		$3.9M Buy
57,279
+1,022
+2% +$69.6K 1.92% 17
2020
Q2 		$3.72M Buy
56,257
+5,188
+10% +$337K 1.95% 18
2020
Q1 		$3.17M Sell
51,069
-298
-0.6% -$20.9K 2.06% 12
2019
Q4 		$3.83M Buy
+51,367
New +$3.83M 1.97% 15

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return