O'Brien Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

O'Brien Wealth Partners’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	-794,211	Closed	-$52.1M	–	65
2022 Q1	$52.1M	Buy	794,211 +3,079	+0.4%	+$223K	20.67%	2
2021 Q4	$57.9M	Buy	791,132 +29,663	+4%	+$2.26M	20.1%	2
2021 Q3	$57.1M	Buy	761,469 +9,395	+1%	+$730K	19.97%	2
2021 Q2	$57.5M	Buy	752,074 +23,305	+3%	+$1.76M	19.03%	2
2021 Q1	$54M	Buy	728,769 +4,610	+0.6%	+$338K	17.9%	2
2020 Q4	$54.1M	Buy	724,159 +15,090	+2%	+$1.06M	19.54%	2
2020 Q3	$48.9M	Buy	709,069 +6,877	+1%	+$468K	19.96%	2
2020 Q2	$46.6M	Buy	702,192 +31,720	+5%	+$2.06M	19.42%	3
2020 Q1	$40.7M	Buy	670,472 +27,864	+4%	+$1.96M	22.84%	2
2019 Q4	$47.9M	Buy	642,608 +22,353	+4%	+$1.67M	34.23%	1
2019 Q3	$45.5M	Buy	620,255 +13,966	+2%	+$1.01M	35.7%	1
2019 Q2	$44.4M	Sell	606,289 -84,491	-12%	-$6.08M	32.49%	1
2019 Q1	$49.7M	Buy	690,780 +137,957	+25%	+$9.67M	35.16%	1
2018 Q4	$37.9M	Sell	552,823 -127,772	-19%	-$8.78M	25.94%	1
2018 Q3	$49.6M	Buy	680,595 +369,159	+119%	+$26.6M	32.19%	1
2018 Q2	$22.2M	Buy	311,436 +13,339	+4%	+$981K	16.52%	2
2018 Q1	$22M	Buy	298,097 +5,156	+2%	+$380K	15.12%	2
2017 Q4	$21.4M	Buy	292,941 +8,220	+3%	+$592K	13.49%	2
2017 Q3	$20.2M	Buy	284,721 +4,130	+1%	+$291K	10.52%	3
2017 Q2	$19.4M	Buy	280,591 +25,728	+10%	+$1.77M	10.26%	3
2017 Q1	$16.8M	Buy	254,863 +21,549	+9%	+$1.38M	9.34%	4
2016 Q4	$14.3M	Buy	233,314 +6,224	+3%	+$393K	8.54%	5
2016 Q3	$15.4M	Buy	227,090 +46,110	+25%	+$3.1M	10.03%	3
2016 Q2	$12M	Buy	180,980 +36,311	+25%	+$2.43M	8.38%	5
2016 Q1	$9.61M	Buy	144,669 +96,989	+203%	+$6.17M	7.47%	5
2015 Q4	$3.09M	Buy	+47,680	New	+$3.11M	3.02%	8

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

O'Brien Wealth Partners's EFAV Position: Q2 2022 in Review

O'Brien Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 794,211 shares — an estimated $52.1M sold.

O'Brien Wealth Partners first reported a position in EFAV in Q4 2015 and held it in 26 quarters. The position peaked at $57.9M in Q4 2021. 522 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

O'Brien Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
O'Brien Wealth Partners sold 794,211 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $52.1M.
O'Brien Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 26 quarters.
O'Brien Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $57.9M in Q4 2021.
522 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on O'Brien Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.