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

Silicon Hills 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
2021 Q3	–	Sell	-2,922	Closed	-$221K	–	114
2021 Q2	$221K	Sell	2,922 -1,785	-38%	-$134K	0.17%	84
2021 Q1	$344K	Sell	4,707 -3,700	-44%	-$272K	0.31%	69
2020 Q4	$617K	Sell	8,407 -8,208	-49%	-$578K	0.56%	47
2020 Q3	$1.13M	Sell	16,615 -3,287	-17%	-$224K	1.17%	21
2020 Q2	$1.31M	Sell	19,902 -4,244	-18%	-$275K	1.58%	15
2020 Q1	$1.5M	Buy	24,146 +23,930	+11,079%	+$1.68M	1.98%	16
2019 Q4	$4.4K	Buy	+216	New	+$16.1K	3.37%	8

Other funds holding EFAV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silicon Hills Wealth Management's EFAV Position: Q3 2021 in Review

Silicon Hills Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2021, closing a stake of 2,922 shares — an estimated $221K sold.

Silicon Hills Wealth Management first reported a position in EFAV in Q4 2019 and held it in 7 quarters. The position peaked at $1.5M in Q1 2020. 533 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

Silicon Hills Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Silicon Hills Wealth Management sold 2,922 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $221K.
Silicon Hills Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 7 quarters.
Silicon Hills Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.5M in Q1 2020.
533 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on Silicon Hills Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.