M Financial Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

M Financial Asset Management’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
2023 Q1	–	Sell	-29	Closed	-$2K	–	16
2022 Q4	$2K	Buy	29 +2	+7%	+$122	0.01%	17
2022 Q3	$2K	Hold	27	–	–	0.01%	17
2022 Q2	$2K	Hold	27	–	–	0.01%	18
2022 Q1	$2K	Hold	27	–	–	0.01%	17
2021 Q4	$2K	Buy	+27	New	+$2.06K	0.01%	18
2020 Q4	–	Sell	-56	Closed	-$4K	–	9
2020 Q3	$4K	Buy	56 +40	+250%	+$2.72K	0.04%	10
2020 Q2	$1K	Buy	+16	New	+$1.04K	0.01%	12

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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 $2.78B AUM 32.11% 1-Year Est. Return

M Financial Asset Management's EFAV Position: Q1 2023 in Review

M Financial Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 29 shares — an estimated $2K sold.

M Financial Asset Management first reported a position in EFAV in Q2 2020 and held it in 7 quarters. The position peaked at $4K in Q3 2020. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

M Financial Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
M Financial Asset Management sold 29 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $2K.
M Financial Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and held it in 7 quarters.
M Financial Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4K in Q3 2020.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on M Financial Asset Management's 13F filing for Q1 2023, filed 16 May 2023.