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Personal Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Personal 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
-208,244
Closed -$15M – 15
2022
Q1 		$15M Sell
208,244
-846
-0.4% -$61.4K 6.55% 5
2021
Q4 		$16.1M Sell
209,090
-24,179
-10% -$1.84M 6.63% 3
2021
Q3 		$17.6M Sell
233,269
-12,149
-5% -$943K 7.41% 3
2021
Q2 		$18.5M Sell
245,418
-11,903
-5% -$897K 7.48% 2
2021
Q1 		$18.8M Sell
257,321
-32,559
-11% -$2.39M 8.48% 3
2020
Q4 		$21.3M Buy
289,880
+7,076
+3% +$499K 9.95% 3
2020
Q3 		$19.3M Buy
282,804
+6,519
+2% +$444K 10.1% 2
2020
Q2 		$18.3M Sell
276,285
-1,212
-0.4% -$78.7K 10% 3
2020
Q1 		$17.2M Buy
277,497
+8,416
+3% +$591K 10.35% 2
2019
Q4 		$20.1M Buy
269,081
+37,772
+16% +$2.81M 8.64% 3
2019
Q3 		$16.9M Buy
+231,309
New +$16.7M 7.82% 3

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

Personal Wealth Partners's EFAV Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 208,244 shares — an estimated $15M sold.

Personal Wealth Partners first reported a position in EFAV in Q3 2019 and held it in 11 quarters. The position peaked at $21.3M in Q4 2020. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 208,244 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $15M.
  • Personal Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 11 quarters.
  • Personal Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $21.3M in Q4 2020.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.