Polaris Wealth Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$3.98M	Buy	+61,078	New	+$4.1M	0.3%	85
2023 Q2	–	Sell	-47,257	Closed	-$3.2M	–	156
2023 Q1	$3.2M	Buy	47,257 +763	+2%	+$50.2K	0.24%	85
2022 Q4	$3.03M	Buy	46,494 +1,792	+4%	+$109K	0.23%	84
2022 Q3	$2.54M	Buy	44,702 +2,845	+7%	+$178K	0.21%	81
2022 Q2	$2.65M	Sell	41,857 -9,075	-18%	-$610K	0.21%	71
2022 Q1	$3.68M	Buy	50,932 +1,988	+4%	+$144K	0.25%	76
2021 Q4	$3.76M	Buy	48,944 +1,405	+3%	+$107K	0.22%	81
2021 Q3	$3.57M	Buy	47,539 +1,144	+2%	+$88.8K	0.21%	78
2021 Q2	$3.5M	Buy	46,395 +2,364	+5%	+$178K	0.21%	79
2021 Q1	$3.27M	Buy	+44,031	New	+$3.23M	0.21%	82
2020 Q4	–	Sell	-27,649	Closed	-$1.91M	–	192
2020 Q3	$1.91M	Buy	+27,649	New	+$1.88M	0.18%	90
2020 Q2	–	Sell	-18,192	Closed	-$1.13M	–	152
2020 Q1	$1.13M	Buy	+18,192	New	+$1.28M	0.12%	72
2019 Q4	–	Sell	-8,118	Closed	-$584K	–	162
2019 Q3	$584K	Buy	+8,118	New	+$588K	0.05%	110

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

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

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

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

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

WBG

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Polaris Wealth Advisory Group's EFAV Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2023: 61,078 shares worth $3.98M. The stake represents 0.3% of the portfolio and ranks #85 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in EFAV as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in EFAV in Q3 2019 and has held it in 13 quarters since. 468 funds tracked by Wall St. Rank hold EFAV as of Q3 2023.

Polaris Wealth Advisory Group held 61,078 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.98M as of Q3 2023.
iShares MSCI EAFE Min Vol Factor ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
iShares MSCI EAFE Min Vol Factor ETF made up 0.3% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #85 holding.
Polaris Wealth Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and has held it in 13 quarters since.
468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.