MI
EFAV icon

Moneywise Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Moneywise Inc’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
Q2 		– Sell
-3,298
Closed -$238K – 52
2022
Q1 		$238K Sell
3,298
-252
-7% -$18.3K 0.16% 47
2021
Q4 		$273K Sell
3,550
-372
-9% -$28.4K 0.18% 42
2021
Q3 		$295K Buy
3,922
+402
+11% +$31.2K 0.19% 41
2021
Q2 		$266K Sell
3,520
-1,586
-31% -$119K 0.18% 42
2021
Q1 		$373K Sell
5,106
-2,016
-28% -$148K 0.25% 37
2020
Q4 		$523K Sell
7,122
-25,479
-78% -$1.8M 0.37% 32
2020
Q3 		$2.22M Sell
32,601
-23,398
-42% -$1.59M 1.76% 18
2020
Q2 		$3.7M Sell
55,999
-58,076
-51% -$3.77M 2.96% 11
2020
Q1 		$7.08M Buy
114,075
+2,033
+2% +$143K 6.23% 5
2019
Q4 		$8.21M Buy
112,042
+9,449
+9% +$704K 6.18% 6
2019
Q3 		$7.52M Buy
102,593
+10,777
+12% +$780K 6.07% 6
2019
Q2 		$6.67M Buy
91,816
+4,623
+5% +$332K 5.09% 7
2019
Q1 		$6.42M Sell
87,193
-1,649
-2% -$116K 5.5% 6
2018
Q4 		$5.92M Buy
88,842
+5,046
+6% +$347K 5.62% 7
2018
Q3 		$6.1M Sell
83,796
-7,398
-8% -$534K 5.16% 7
2018
Q2 		$6.49M Buy
91,194
+671
+0.7% +$49.3K 5.55% 6
2018
Q1 		$6.67M Buy
90,523
+1,955
+2% +$144K 5.54% 6
2017
Q4 		$6.46M Buy
88,568
+1,481
+2% +$107K 4.84% 9
2017
Q3 		$6.19M Buy
87,087
+681
+0.8% +$48K 4.89% 9
2017
Q2 		$5.98M Buy
86,406
+2,493
+3% +$172K 5.1% 7
2017
Q1 		$5.54M Buy
83,913
+899
+1% +$57.5K 5.02% 7
2016
Q4 		$5.08M Sell
83,014
-8,552
-9% -$541K 5.04% 9
2016
Q3 		$6.19M Buy
+91,566
New +$6.16M 6.55% 5

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Moneywise Inc's EFAV Position: Q2 2022 in Review

Moneywise Inc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 3,298 shares — an estimated $238K sold.

Moneywise Inc first reported a position in EFAV in Q3 2016 and held it in 23 quarters. The position peaked at $8.21M in Q4 2019. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Moneywise Inc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Moneywise Inc sold 3,298 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $238K.
  • Moneywise Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and held it in 23 quarters.
  • Moneywise Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.21M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Moneywise Inc's 13F filing for Q2 2022, filed 2 Aug 2022.