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

Riversedge 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 Q2	–	Sell	-4,222	Closed	-$305K	–	69
2022 Q1	$305K	Buy	+4,222	New	+$306K	0.1%	57
2021 Q4	–	Sell	-3,486	Closed	-$263K	–	66
2021 Q3	$263K	Buy	+3,486	New	+$271K	0.09%	55
2020 Q1	–	Sell	-2,882	Closed	-$215K	–	33
2019 Q4	$215K	Sell	2,882 -740	-20%	-$55.1K	0.25%	34
2019 Q3	$259K	Hold	3,622	–	–	0.36%	31
2019 Q2	$259K	Buy	+3,622	New	+$260K	0.36%	31

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Riversedge Advisors's EFAV Position: Q2 2022 in Review

Riversedge Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 4,222 shares — an estimated $305K sold.

Riversedge Advisors first reported a position in EFAV in Q2 2019 and held it in 5 quarters. The position peaked at $305K in Q1 2022. 522 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

Riversedge Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Riversedge Advisors sold 4,222 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $305K.
Riversedge Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 5 quarters.
Riversedge Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $305K in Q1 2022.
522 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Riversedge Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.