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Pinnacle Private Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Pinnacle Private Wealth’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 		$665K Buy
10,504
+125
+1% +$8.4K 0.26% 90
2022
Q1 		$749K Sell
10,379
-2,381
-19% -$173K 0.23% 98
2021
Q4 		$980K Buy
+12,760
New +$973K 0.31% 77

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mercer Global Advisors
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

Pinnacle Private Wealth's EFAV Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.2% in Q2 2022, buying an estimated $8.4K and bringing the position to 10,504 shares worth $665K. The position accounts for 0.26% of the portfolio, ranked #90.

Pinnacle Private Wealth first reported a position in EFAV in Q4 2021 and has held it in 3 quarters since. The position peaked at $980K in Q4 2021. 522 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Pinnacle Private Wealth held 10,504 shares of iShares MSCI EAFE Min Vol Factor ETF worth $665K as of Q2 2022.
  • Pinnacle Private Wealth bought 125 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $8.4K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.26% of Pinnacle Private Wealth's portfolio in Q2 2022, its #90 holding.
  • Pinnacle Private Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $980K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.