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

Mirsky Financial 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
2021 Q4	$9.11M	Buy	118,624 +4,637	+4%	+$353K	3.76%	10
2021 Q3	$8.59M	Buy	113,987 +1,573	+1%	+$122K	3.83%	9
2021 Q2	$8.49M	Sell	112,414 -80,131	-42%	-$6.04M	3.77%	11
2021 Q1	$14.1M	Buy	192,545 +654	+0.3%	+$48K	6.52%	4
2020 Q4	$14.1M	Buy	191,891 +926	+0.5%	+$65.2K	7.25%	4
2020 Q3	$13M	Buy	190,965 +3,560	+2%	+$242K	7.36%	4
2020 Q2	$12.4M	Buy	187,405 +37,749	+25%	+$2.45M	7.44%	4
2020 Q1	$9.29M	Sell	149,656 -272	-0.2%	-$19.1K	6.55%	4
2019 Q4	$11.2M	Buy	149,928 +7,002	+5%	+$522K	7.26%	4
2019 Q3	$10.5M	Buy	142,926 +33	+0%	+$2.39K	7.52%	4
2019 Q2	$10.4M	Buy	142,893 +676	+0.5%	+$48.6K	7.81%	4
2019 Q1	$10.2M	Sell	142,217 -4,049	-3%	-$284K	7.96%	4
2018 Q4	$9.75M	Buy	+146,266	New	+$10.1M	8.56%	5

Other funds holding EFAV

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SAM

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

Mirsky Financial Management's EFAV Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.1% in Q4 2021, buying an estimated $353K and bringing the position to 118,624 shares worth $9.11M. The position accounts for 3.76% of the portfolio, ranked #10.

Mirsky Financial Management first reported a position in EFAV in Q4 2018 and has held it in 13 quarters since. The position peaked at $14.1M in Q4 2020. 576 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

Mirsky Financial Management held 118,624 shares of iShares MSCI EAFE Min Vol Factor ETF worth $9.11M as of Q4 2021.
Mirsky Financial Management bought 4,637 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $353K.
iShares MSCI EAFE Min Vol Factor ETF made up 3.76% of Mirsky Financial Management's portfolio in Q4 2021, its #10 holding.
Mirsky Financial Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 13 quarters since.
Mirsky Financial Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $14.1M in Q4 2020.
576 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.