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Soltis Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Soltis Investment Advisors’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
-9,461
Closed -$683K – 250
2022
Q1 		$683K Sell
9,461
-1,308
-12% -$94.9K 0.09% 148
2021
Q4 		$827K Buy
10,769
+838
+8% +$63.9K 0.12% 136
2021
Q3 		$748K Sell
9,931
-65
-0.7% -$5.05K 0.12% 134
2021
Q2 		$755K Sell
9,996
-43,950
-81% -$3.31M 0.12% 132
2021
Q1 		$3.94M Sell
53,946
-21,726
-29% -$1.59M 0.72% 29
2020
Q4 		$5.55M Sell
75,672
-13,900
-16% -$979K 1.03% 21
2020
Q3 		$6.1M Sell
89,572
-8,753
-9% -$596K 1.43% 14
2020
Q2 		$6.5M Sell
98,325
-1,749
-2% -$114K 1.68% 14
2020
Q1 		$6.21M Buy
100,074
+37,783
+61% +$2.65M 1.93% 11
2019
Q4 		$4.64M Buy
+62,291
New +$4.64M 0.89% 27

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

Soltis Investment Advisors's EFAV Position: Q2 2022 in Review

Soltis Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 9,461 shares — an estimated $683K sold.

Soltis Investment Advisors first reported a position in EFAV in Q4 2019 and held it in 10 quarters. The position peaked at $6.5M in Q2 2020. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Soltis Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Soltis Investment Advisors sold 9,461 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $683K.
  • Soltis Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 10 quarters.
  • Soltis Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.5M in Q2 2020.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Soltis Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.