Rowlandmiller & Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Rowlandmiller & Partners’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
2021 Q4	–	Sell	-2,078	Closed	-$137K	–	189
2021 Q3	$137K	Buy	+2,078	New	+$161K	0.05%	136
2020 Q4	–	Sell	-2,078	Closed	-$129K	–	163
2020 Q3	$129K	Hold	2,078	–	–	0.05%	132
2020 Q2	$137K	Hold	2,078	–	–	0.05%	136
2020 Q1	$129K	Buy	+2,078	New	+$146K	0.05%	132

Other funds holding EFAV

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Rowlandmiller & Partners's EFAV Position: Q4 2021 in Review

Rowlandmiller & Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2021, closing a stake of 2,078 shares — an estimated $137K sold.

Rowlandmiller & Partners first reported a position in EFAV in Q1 2020 and held it in 4 quarters. The position peaked at $137K in Q3 2021. 577 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

Rowlandmiller & Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Rowlandmiller & Partners sold 2,078 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $137K.
Rowlandmiller & Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 4 quarters.
Rowlandmiller & Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $137K in Q3 2021.
577 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on Rowlandmiller & Partners's 13F filing for Q4 2021, filed 14 Feb 2022.