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Strategic Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Strategic Asset 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
Q3 		$12K Buy
214
+1
+0.5% +$63 0.02% 335
2022
Q2 		$13K Sell
213
-26
-11% -$1.75K 0.02% 340
2022
Q1 		$17K Buy
239
+30
+14% +$2.18K 0.02% 308
2021
Q4 		$16K Buy
209
+1
+0.5% +$76 0.02% 294
2021
Q3 		$16K Buy
+208
New +$16.2K 0.02% 280

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Asset Management's EFAV Position: Q3 2022 in Review

Strategic Asset Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.47% in Q3 2022, buying an estimated $63 and bringing the position to 214 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #335.

Strategic Asset Management first reported a position in EFAV in Q3 2021 and has held it in 5 quarters since. The position peaked at $17K in Q1 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Strategic Asset Management held 214 shares of iShares MSCI EAFE Min Vol Factor ETF worth $12K as of Q3 2022.
  • Strategic Asset Management bought 1 iShares MSCI EAFE Min Vol Factor ETF share in Q3 2022, an estimated $63.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #335 holding.
  • Strategic Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $17K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.