Sanford Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sanford Advisory Services’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 Q4	$3.71M	Sell	58,251 -26,476	-31%	-$1.62M	0.88%	24
2022 Q3	$4.83M	Sell	84,727 -19,000	-18%	-$1.19M	1.38%	16
2022 Q2	$6.57M	Sell	103,727 -3,769	-4%	-$253K	1.86%	11
2022 Q1	$7.76M	Sell	107,496 -4,700	-4%	-$341K	2.11%	11
2021 Q4	$8.61M	Sell	112,196 -4,638	-4%	-$354K	1.94%	12
2021 Q3	$8.8M	Sell	116,834 -5,359	-4%	-$416K	2.21%	11
2021 Q2	$9.23M	Sell	122,193 -7,335	-6%	-$553K	2.38%	10
2021 Q1	$9.46M	Sell	129,528 -12,108	-9%	-$889K	2.64%	10
2020 Q4	$1.04M	Buy	+141,636	New	+$9.98M	0.33%	33

Other funds holding EFAV

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

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

Sanford Advisory Services's EFAV Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 31% in Q4 2022, selling an estimated $1.62M and leaving 58,251 shares worth $3.71M. The position accounts for 0.88% of the portfolio, ranked #24.

Sanford Advisory Services first reported a position in EFAV in Q4 2020 and has held it in 9 quarters since. The position peaked at $9.46M in Q1 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Sanford Advisory Services held 58,251 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.71M as of Q4 2022.
Sanford Advisory Services sold 26,476 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $1.62M.
iShares MSCI EAFE Min Vol Factor ETF made up 0.88% of Sanford Advisory Services's portfolio in Q4 2022, its #24 holding.
Sanford Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9.46M in Q1 2021.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.