Simplicity Solutions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-33,719	Closed	-$2.48M	–	603
2020 Q4	$2.48M	Buy	33,719 +5,037	+18%	+$355K	0.04%	342
2020 Q3	$1.95M	Buy	+28,682	New	+$1.95M	0.04%	334
2020 Q1	–	Sell	-8,328	Closed	-$621K	–	761
2019 Q4	$621K	Buy	+8,328	New	+$621K	0.02%	488
2019 Q2	–	Sell	-6,213	Closed	-$447K	–	702
2019 Q1	$447K	Buy	6,213 +1,865	+43%	+$131K	0.03%	434
2018 Q4	$290K	Buy	+4,348	New	+$299K	0.04%	455
2016 Q4	–	Sell	-4,839	Closed	-$327K	–	347
2016 Q3	$327K	Sell	4,839 -1,608	-25%	-$108K	0.16%	160
2016 Q2	$428K	Buy	6,447 +1,008	+19%	+$67.4K	0.23%	125
2016 Q1	$361K	Buy	+5,439	New	+$346K	0.22%	131

Other funds holding EFAV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Simplicity Solutions's EFAV Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2021, closing a stake of 33,719 shares — an estimated $2.48M sold.

Simplicity Solutions first reported a position in EFAV in Q1 2016 and held it in 8 quarters. The position peaked at $2.48M in Q4 2020. 563 funds tracked by Wall St. Rank hold EFAV as of Q1 2021.

Simplicity Solutions reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 33,719 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2021, an estimated $2.48M.
Simplicity Solutions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 8 quarters.
Simplicity Solutions's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.48M in Q4 2020.
563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.