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Santori & Peters Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Santori & Peters Inc’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
-6,608
Closed -$476K – 52
2022
Q1 		$476K Buy
6,608
+330
+5% +$23.9K 0.27% 30
2021
Q4 		$482K Sell
6,278
-374
-6% -$28.5K 0.25% 33
2021
Q3 		$501K Sell
6,652
-3
-0% -$233 0.28% 34
2021
Q2 		$502K Buy
6,655
+156
+2% +$11.8K 0.28% 33
2021
Q1 		$474K Hold
6,499
– – 0.28% 33
2020
Q4 		$485K Sell
6,499
-737
-10% -$51.9K 0.27% 46
2020
Q3 		$492K Buy
7,236
+110
+2% +$7.49K 0.33% 40
2020
Q2 		$470K Buy
7,126
+220
+3% +$14.3K 0.36% 31
2020
Q1 		$428K Sell
6,906
-259
-4% -$18.2K 0.37% 39
2019
Q4 		$534K Buy
7,165
+105
+1% +$7.82K 0.35% 41
2019
Q3 		$517K Sell
7,060
-354
-5% -$25.6K 0.37% 35
2019
Q2 		$538K Buy
+7,414
New +$533K 0.39% 33
2018
Q1 		– Sell
-1,867
Closed -$132K – 200
2017
Q4 		$132K Buy
+1,867
New +$134K 0.12% 61

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

Santori & Peters Inc's EFAV Position: Q2 2022 in Review

Santori & Peters Inc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 6,608 shares — an estimated $476K sold.

Santori & Peters Inc first reported a position in EFAV in Q4 2017 and held it in 13 quarters. The position peaked at $538K in Q2 2019. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Santori & Peters Inc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Santori & Peters Inc sold 6,608 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $476K.
  • Santori & Peters Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 13 quarters.
  • Santori & Peters Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $538K in Q2 2019.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Santori & Peters Inc's 13F filing for Q2 2022, filed 13 Jul 2022.