RWB
EFAV icon

RMR Wealth Builders’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

RMR Wealth Builders’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
Q3 		– Sell
-3,366
Closed -$213K – 199
2022
Q2 		$213K Buy
3,366
+40
+1% +$2.69K 0.05% 181
2022
Q1 		$240K Sell
3,326
-1,920
-37% -$139K 0.05% 182
2021
Q4 		$403K Sell
5,246
-1,674
-24% -$128K 0.12% 78
2021
Q3 		$521K Buy
6,920
+374
+6% +$29K 0.15% 97
2021
Q2 		$494K Buy
6,546
+39
+0.6% +$2.94K 0.16% 94
2021
Q1 		$475K Buy
6,507
+2,120
+48% +$156K 0.12% 103
2020
Q4 		$322K Sell
4,387
-2,730
-38% -$192K 0.16% 105
2020
Q3 		$485K Buy
+7,117
New +$484K 0.13% 121

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return