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

MFA 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
2020 Q3	–	Sell	-249,003	Closed	-$16.4M	–	85
2020 Q2	$16.4M	Buy	249,003 +208,950	+522%	+$13.6M	10.63%	2
2020 Q1	$2.49M	Buy	+40,053	New	+$2.81M	2.42%	14
2019 Q2	–	Sell	-37,439	Closed	-$2.7M	–	45
2019 Q1	$2.7M	Buy	+37,439	New	+$2.62M	1.78%	15
2018 Q4	–	Sell	-38,553	Closed	-$2.66M	–	45
2018 Q3	$2.66M	Sell	38,553 -992	-3%	-$71.5K	1.98%	14
2018 Q2	$2.86M	Buy	39,545 +1,342	+4%	+$98.7K	1.88%	13
2018 Q1	$2.83M	Buy	38,203 +482	+1%	+$35.6K	2.13%	12
2017 Q4	$2.84M	Buy	+37,721	New	+$2.72M	1.93%	16

Other funds holding EFAV

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

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFA Wealth Advisors's EFAV Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2020, closing a stake of 249,003 shares — an estimated $16.4M sold.

MFA Wealth Advisors first reported a position in EFAV in Q4 2017 and held it in 7 quarters. The position peaked at $16.4M in Q2 2020. 519 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

MFA Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
MFA Wealth Advisors sold 249,003 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $16.4M.
MFA Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 7 quarters.
MFA Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $16.4M in Q2 2020.
519 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.