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Pinion Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Pinion Investment 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
Q2 		– Sell
-2,832
Closed -$204K – 163
2022
Q1 		$204K Sell
2,832
-7,606
-73% -$552K 0.14% 163
2021
Q4 		$801K Buy
10,438
+648
+7% +$49.4K 0.54% 55
2021
Q3 		$738K Buy
9,790
+525
+6% +$40.8K 0.59% 50
2021
Q2 		$700K Hold
9,265
– – 0.56% 56
2021
Q1 		$676K Sell
9,265
-125
-1% -$9.17K 0.63% 48
2020
Q4 		$689K Buy
9,390
+81
+0.9% +$5.71K 0.72% 39
2020
Q3 		$615K Hold
9,309
– – 0.93% 35
2020
Q2 		$615K Sell
9,309
-740
-7% -$48K 0.93% 35
2020
Q1 		$624K Buy
10,049
+323
+3% +$22.7K 1.34% 21
2019
Q4 		$725K Buy
9,726
+955
+11% +$71.2K 1.34% 14
2019
Q3 		$643K Buy
8,771
+1,980
+29% +$143K 1.32% 13
2019
Q2 		$493K Buy
6,791
+2,791
+70% +$201K 1.06% 31
2019
Q1 		$288K Buy
+4,000
New +$280K 0.5% 100

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

Pinion Investment Advisors's EFAV Position: Q2 2022 in Review

Pinion Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 2,832 shares — an estimated $204K sold.

Pinion Investment Advisors first reported a position in EFAV in Q1 2019 and held it in 13 quarters. The position peaked at $801K in Q4 2021. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Pinion Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Pinion Investment Advisors sold 2,832 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $204K.
  • Pinion Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and held it in 13 quarters.
  • Pinion Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $801K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Pinion Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.