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Selective Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Selective Wealth Management’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 		– Sell
-550
Closed -$31K – 275
2022
Q3 		$31K Sell
550
-65
-11% -$4.08K 0.01% 360
2022
Q2 		$39K Sell
615
-37
-6% -$2.49K 0.01% 359
2022
Q1 		$47K Buy
+652
New +$47.3K 0.02% 312

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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 $2.78B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Selective Wealth Management's EFAV Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 550 shares — an estimated $31K sold.

Selective Wealth Management first reported a position in EFAV in Q1 2022 and held it in 3 quarters. The position peaked at $47K in Q1 2022. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 550 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $31K.
  • Selective Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $47K in Q1 2022.
  • 481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.