Safeguard Investment Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Safeguard Investment Advisory Group’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	-2,791	Closed	-$201K	–	100
2022 Q2	$201K	Hold	2,791	–	–	0.12%	91
2022 Q1	$201K	Sell	2,791 -12	-0.4%	-$871	0.14%	83
2021 Q4	$215K	Sell	2,803 -1,328	-32%	-$101K	0.13%	87
2021 Q3	$311K	Sell	4,131 -2,662	-39%	-$207K	0.2%	68
2021 Q2	$513K	Sell	6,793 -81	-1%	-$6.1K	0.37%	46
2021 Q1	$501K	Sell	6,874 -2,945	-30%	-$216K	0.45%	41
2020 Q4	$720K	Buy	+9,819	New	+$692K	0.64%	31

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Safeguard Investment Advisory Group's EFAV Position: Q3 2022 in Review

Safeguard Investment Advisory Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 2,791 shares — an estimated $201K sold.

Safeguard Investment Advisory Group first reported a position in EFAV in Q4 2020 and held it in 7 quarters. The position peaked at $720K in Q4 2020. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

Safeguard Investment Advisory Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Safeguard Investment Advisory Group sold 2,791 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $201K.
Safeguard Investment Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 7 quarters.
Safeguard Investment Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $720K in Q4 2020.
467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2022, filed 26 Oct 2022.