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Moisand Fitzgerald Tamayo’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-137
Closed -$9K – 741
2022
Q2 		$9K Hold
137
– – ﹤0.01% 278
2022
Q1 		$10K Buy
+137
New +$9.94K ﹤0.01% 182

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EFAV Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 137 shares — an estimated $9K sold.

Moisand Fitzgerald Tamayo first reported a position in EFAV in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 137 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $9K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's iShares MSCI EAFE Min Vol Factor ETF position peaked at $10K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.