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Sandy Cove Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sandy Cove Advisors’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
-290
Closed -$21K – 164
2022
Q1 		$21K Buy
+290
New +$21K 0.02% 277

Other funds holding EFAV

Bank of America
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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

Sandy Cove Advisors's EFAV Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 290 shares — an estimated $21K sold.

Sandy Cove Advisors first reported a position in EFAV in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 290 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $21K.
  • Sandy Cove Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 1 quarter.
  • Sandy Cove Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $21K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.