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My Legacy Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

My Legacy 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
2022
Q3 		– Sell
-3,175
Closed -$200K – 201
2022
Q2 		$200K Sell
3,175
-961
-23% -$64.6K 0.1% 195
2022
Q1 		$298K Buy
+4,136
New +$300K 0.14% 156

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

My Legacy Advisors's EFAV Position: Q3 2022 in Review

My Legacy Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 3,175 shares — an estimated $200K sold.

My Legacy Advisors first reported a position in EFAV in Q1 2022 and held it in 2 quarters. The position peaked at $298K in Q1 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • My Legacy Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • My Legacy Advisors sold 3,175 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $200K.
  • My Legacy Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 2 quarters.
  • My Legacy Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $298K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on My Legacy Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.