Private Portfolio Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Private Portfolio 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 Q4	–	Sell	-9,459	Closed	-$539K	–	268
2022 Q3	$539K	Sell	9,459 -3,398	-26%	-$213K	0.15%	125
2022 Q2	$814K	Buy	12,857 +888	+7%	+$59.7K	0.23%	88
2022 Q1	$864K	Sell	11,969 -509	-4%	-$36.9K	0.21%	91
2021 Q4	$958K	Sell	12,478 -568	-4%	-$43.3K	0.25%	88
2021 Q3	$983K	Sell	13,046 -680	-5%	-$52.8K	0.28%	81
2021 Q2	$1.04M	Buy	13,726 +1,210	+10%	+$91.2K	0.3%	74
2021 Q1	$914K	Sell	12,516 -1,753	-12%	-$129K	0.3%	73
2020 Q4	$1.05M	Sell	14,269 -3,502	-20%	-$247K	0.37%	61
2020 Q3	$1.21M	Sell	17,771 -1,596	-8%	-$109K	0.49%	47
2020 Q2	$1.28M	Sell	19,367 -442	-2%	-$28.7K	0.59%	42
2020 Q1	$1.23M	Buy	19,809 +13,323	+205%	+$936K	0.65%	38
2019 Q4	$483K	Buy	6,486 +48	+0.7%	+$3.58K	0.21%	110
2019 Q3	$472K	Sell	6,438 -14	-0.2%	-$1.01K	0.22%	107
2019 Q2	$469K	Sell	6,452 -1,375	-18%	-$98.9K	0.2%	128
2019 Q1	$564K	Buy	7,827 +4,221	+117%	+$296K	0.3%	85
2018 Q4	$240K	Buy	+3,606	New	+$248K	0.15%	149

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Portfolio Partners's EFAV Position: Q4 2022 in Review

Private Portfolio Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 9,459 shares — an estimated $539K sold.

Private Portfolio Partners first reported a position in EFAV in Q4 2018 and held it in 16 quarters. The position peaked at $1.28M in Q2 2020. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Private Portfolio Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Private Portfolio Partners sold 9,459 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $539K.
Private Portfolio Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 16 quarters.
Private Portfolio Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.28M in Q2 2020.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Private Portfolio Partners's 13F filing for Q4 2022, filed 1 Feb 2023.