Rainsberger Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Rainsberger Wealth 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 Q4	–	Sell	-12,177	Closed	-$694K	–	76
2022 Q3	$694K	Sell	12,177 -7,969	-40%	-$500K	0.48%	50
2022 Q2	$1.27M	Sell	20,146 -1,441	-7%	-$96.8K	0.93%	32
2022 Q1	$1.56M	Sell	21,587 -708	-3%	-$51.4K	1%	30
2021 Q4	$1.71M	Buy	+22,295	New	+$1.7M	1.01%	30

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 $2.78B AUM 32.11% 1-Year Est. Return

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

Rainsberger Wealth Advisors's EFAV Position: Q4 2022 in Review

Rainsberger Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 12,177 shares — an estimated $694K sold.

Rainsberger Wealth Advisors first reported a position in EFAV in Q4 2021 and held it in 4 quarters. The position peaked at $1.71M in Q4 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Rainsberger Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Rainsberger Wealth Advisors sold 12,177 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $694K.
Rainsberger Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
Rainsberger Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.71M in Q4 2021.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.