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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

RMR Wealth Builders's EFAV Position: Q3 2022 in Review

RMR Wealth Builders sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 3,366 shares — an estimated $213K sold.

RMR Wealth Builders first reported a position in EFAV in Q3 2020 and held it in 8 quarters. The position peaked at $521K in Q3 2021. 468 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

RMR Wealth Builders reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
RMR Wealth Builders sold 3,366 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $213K.
RMR Wealth Builders first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and held it in 8 quarters.
RMR Wealth Builders's iShares MSCI EAFE Min Vol Factor ETF position peaked at $521K in Q3 2021.
468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.