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Rockwood Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Rockwood Wealth Management’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
-4,430
Closed -$320K – 76
2022
Q1 		$320K Buy
4,430
+1,500
+51% +$109K 0.15% 56
2021
Q4 		$225K Buy
+2,930
New +$223K 0.1% 109

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Rockwood Wealth Management's EFAV Position: Q2 2022 in Review

Rockwood Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 4,430 shares — an estimated $320K sold.

Rockwood Wealth Management first reported a position in EFAV in Q4 2021 and held it in 2 quarters. The position peaked at $320K in Q1 2022. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Rockwood Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 4,430 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $320K.
  • Rockwood Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Rockwood Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $320K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Rockwood Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2023.