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Resolute Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Resolute Financial’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 		$224K Buy
+3,529
New +$216K 0.19% 104
2022
Q3 		– Sell
-3,395
Closed -$215K – 106
2022
Q2 		$215K Sell
3,395
-2,777
-45% -$187K 0.19% 107
2022
Q1 		$445K Hold
6,172
– – 0.36% 61
2021
Q4 		$474K Buy
+6,172
New +$470K 0.35% 65

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Resolute Financial's EFAV Position: Q4 2022 in Review

Resolute Financial opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022: 3,529 shares worth $224K. The stake represents 0.19% of the portfolio and ranks #104 among its holdings. This is a return to the name: Resolute Financial previously reported a position in EFAV as recently as Q2 2022.

Resolute Financial first reported a position in EFAV in Q4 2021 and has held it in 4 quarters since. The position peaked at $474K in Q4 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

  • Resolute Financial held 3,529 shares of iShares MSCI EAFE Min Vol Factor ETF worth $224K as of Q4 2022.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Resolute Financial position in Q4 2022.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.19% of Resolute Financial's portfolio in Q4 2022, its #104 holding.
  • Resolute Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 4 quarters since.
  • Resolute Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $474K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.