Pettyjohn Wood & White’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Pettyjohn Wood & White’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
2021 Q2	–	Sell	-3,283	Closed	-$240K	–	159
2021 Q1	$240K	Hold	3,283	–	–	0.06%	143
2020 Q4	$241K	Hold	3,283	–	–	0.06%	138
2020 Q3	$224K	Hold	3,283	–	–	0.07%	134
2020 Q2	$217K	Hold	3,283	–	–	0.07%	130
2020 Q1	$204K	Hold	3,283	–	–	0.08%	127
2019 Q4	$245K	Hold	3,283	–	–	0.07%	139
2019 Q3	$241K	Hold	3,283	–	–	0.07%	137
2019 Q2	$238K	Buy	3,283 +3	+0.1%	+$216	0.07%	137
2019 Q1	$236K	Hold	3,280	–	–	0.08%	134
2018 Q4	$219K	Buy	3,280 +2	+0.1%	+$137	0.08%	133
2018 Q3	$239K	Hold	3,278	–	–	0.08%	139
2018 Q2	$233K	Buy	3,278 +3	+0.1%	+$221	0.08%	140
2018 Q1	$241K	Hold	3,275	–	–	0.09%	131
2017 Q4	$239K	Hold	3,275	–	–	0.09%	134
2017 Q3	$233K	Hold	3,275	–	–	0.09%	127
2017 Q2	$227K	Buy	3,275 +3	+0.1%	+$207	0.08%	132
2017 Q1	$216K	Hold	3,272	–	–	0.08%	132
2016 Q4	$200K	Buy	3,272 +3	+0.1%	+$190	0.08%	135
2016 Q3	$221K	Hold	3,269	–	–	0.11%	113
2016 Q2	$217K	Buy	3,269 +137	+4%	+$9.16K	0.09%	127
2016 Q1	$208K	Buy	+3,132	New	+$199K	0.08%	124

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pettyjohn Wood & White's EFAV Position: Q2 2021 in Review

Pettyjohn Wood & White sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 3,283 shares — an estimated $240K sold.

Pettyjohn Wood & White first reported a position in EFAV in Q1 2016 and held it in 21 quarters. The position peaked at $245K in Q4 2019. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

Pettyjohn Wood & White reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Pettyjohn Wood & White sold 3,283 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $240K.
Pettyjohn Wood & White first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 21 quarters.
Pettyjohn Wood & White's iShares MSCI EAFE Min Vol Factor ETF position peaked at $245K in Q4 2019.
531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Pettyjohn Wood & White's 13F filing for Q2 2021, filed 3 Aug 2021.