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Stratos Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Stratos Wealth 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
Q3 		– Sell
-3,171
Closed -$201K – 498
2022
Q2 		$201K Buy
+3,171
New +$213K 0.02% 493
2022
Q1 		– Sell
-3,127
Closed -$240K – 526
2021
Q4 		$240K Buy
+3,127
New +$238K 0.02% 500
2020
Q2 		– Sell
-100
Closed -$6K – 286
2020
Q1 		$6K Buy
+100
New +$7.03K ﹤0.01% 254

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

Stratos Wealth Advisors's EFAV Position: Q3 2022 in Review

Stratos Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 3,171 shares — an estimated $201K sold.

Stratos Wealth Advisors first reported a position in EFAV in Q1 2020 and held it in 3 quarters. The position peaked at $240K in Q4 2021. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Stratos Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 3,171 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $201K.
  • Stratos Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 3 quarters.
  • Stratos Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $240K in Q4 2021.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Stratos Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.