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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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LWS Wealth Advisors's EFAV Position: Q1 2022 in Review

LWS Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 80,407 shares — an estimated $6.17M sold.

LWS Wealth Advisors first reported a position in EFAV in Q4 2019 and held it in 9 quarters. The position peaked at $6.17M in Q4 2021. 545 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

  • LWS Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • LWS Wealth Advisors sold 80,407 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $6.17M.
  • LWS Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
  • LWS Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.17M in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on LWS Wealth Advisors's 13F filing for Q1 2022, filed 10 May 2022.