Sargent Bickham Lagudis’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sargent Bickham Lagudis’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	$9.55K	Hold	150	–	–	﹤0.01%	733
2022 Q3	$9K	Hold	150	–	–	﹤0.01%	699
2022 Q2	$10K	Hold	150	–	–	﹤0.01%	691
2022 Q1	$11K	Hold	150	–	–	﹤0.01%	695
2021 Q4	$12K	Hold	150	–	–	﹤0.01%	685
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	698
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	700
2021 Q1	$11K	Hold	150	–	–	﹤0.01%	676
2020 Q4	$11K	Hold	150	–	–	﹤0.01%	643
2020 Q3	$10K	Hold	150	–	–	﹤0.01%	592
2020 Q2	$10K	Sell	150 -750	-83%	-$48.7K	﹤0.01%	576
2020 Q1	$56K	Sell	900 -97	-10%	-$6.82K	0.01%	324
2019 Q4	$74K	Buy	997 +6	+0.6%	+$447	0.01%	317
2019 Q3	$73K	Sell	991 -2,367	-70%	-$171K	0.01%	294
2019 Q2	$244K	Buy	3,358 +410	+14%	+$29.5K	0.03%	185
2019 Q1	$212K	Sell	2,948 -312	-10%	-$21.9K	0.02%	201
2018 Q4	$217K	Buy	3,260 +1,324	+68%	+$91K	0.03%	187
2018 Q3	$141K	Buy	1,936 +559	+41%	+$40.3K	0.02%	241
2018 Q2	$98K	Buy	1,377 +702	+104%	+$51.6K	0.01%	276
2018 Q1	$50K	Sell	675 -32	-5%	-$2.36K	0.01%	359
2017 Q4	$52K	Buy	707 +43	+6%	+$3.1K	0.01%	365
2017 Q3	$47K	Buy	664 +504	+315%	+$35.5K	0.01%	375
2017 Q2	$11K	Sell	160 -93	-37%	-$6.41K	﹤0.01%	558
2017 Q1	$17K	Sell	253 -1,879	-88%	-$120K	﹤0.01%	510
2016 Q4	$131K	Buy	2,132 +1,730	+430%	+$109K	0.02%	236
2016 Q3	$27K	Buy	+402	New	+$27K	﹤0.01%	437

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

SAM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sargent Bickham Lagudis's EFAV Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q4 2022 at 150 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Sargent Bickham Lagudis first reported a position in EFAV in Q3 2016 and has held it in 26 quarters since. The position peaked at $244K in Q2 2019. 482 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Sargent Bickham Lagudis held 150 shares of iShares MSCI EAFE Min Vol Factor ETF worth $9.55K as of Q4 2022.
Sargent Bickham Lagudis left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q4 2022.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #733 holding.
Sargent Bickham Lagudis first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's iShares MSCI EAFE Min Vol Factor ETF position peaked at $244K in Q2 2019.
482 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.