MKD Wealth Coaches’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

MKD Wealth Coaches’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 Q4	–	Sell	-38,447	Closed	-$2.62M	–	27
2020 Q3	$2.62M	Sell	38,447 -11,628	-23%	-$792K	3.74%	8
2020 Q2	$3.31M	Sell	50,075 -1,132	-2%	-$73.5K	4.18%	12
2020 Q1	$3.18M	Sell	51,207 -35,552	-41%	-$2.5M	4.26%	13
2019 Q4	$6.47M	Sell	86,759 -1,509	-2%	-$112K	5.5%	5
2019 Q3	$6.47M	Buy	88,268 +1,576	+2%	+$114K	6.72%	4
2019 Q2	$6.3M	Sell	86,692 -2,316	-3%	-$167K	5.62%	4
2019 Q1	$6.41M	Buy	89,008 +56,768	+176%	+$3.98M	6.47%	3
2018 Q4	$2.15M	Buy	+32,240	New	+$2.22M	2.54%	14

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

MKD Wealth Coaches's EFAV Position: Q4 2020 in Review

MKD Wealth Coaches sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2020, closing a stake of 38,447 shares — an estimated $2.62M sold.

MKD Wealth Coaches first reported a position in EFAV in Q4 2018 and held it in 8 quarters. The position peaked at $6.47M in Q3 2019. 587 funds tracked by Wall St. Rank hold EFAV as of Q4 2020.

MKD Wealth Coaches reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 38,447 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2020, an estimated $2.62M.
MKD Wealth Coaches first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 8 quarters.
MKD Wealth Coaches's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.47M in Q3 2019.
587 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.