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

StrongBox Wealth’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
Q2 		– Sell
-5,853
Closed -$427K – 100
2021
Q1 		$427K Sell
5,853
-3,821
-39% -$280K 0.26% 62
2020
Q4 		$710K Sell
9,674
-3,215
-25% -$227K 0.46% 52
2020
Q3 		$878K Sell
12,889
-2,516
-16% -$171K 0.64% 41
2020
Q2 		$1.02M Buy
15,405
+1,313
+9% +$85.2K 0.93% 35
2020
Q1 		$874K Buy
+14,092
New +$990K 0.99% 33

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

StrongBox Wealth's EFAV Position: Q2 2021 in Review

StrongBox Wealth sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 5,853 shares — an estimated $427K sold.

StrongBox Wealth first reported a position in EFAV in Q1 2020 and held it in 5 quarters. The position peaked at $1.02M in Q2 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • StrongBox Wealth reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • StrongBox Wealth sold 5,853 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $427K.
  • StrongBox Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 5 quarters.
  • StrongBox Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.02M in Q2 2020.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on StrongBox Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.