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

SVA Wealth 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
2020 Q4	$2.42M	Sell	33,026 -35,097	-52%	-$2.47M	0.21%	85
2020 Q3	$4.64M	Sell	68,123 -6,883	-9%	-$469K	0.46%	51
2020 Q2	$4.96M	Buy	75,006 +52,464	+233%	+$3.4M	0.53%	45
2020 Q1	$1.4M	Buy	22,542 +6,270	+39%	+$441K	0.16%	104
2019 Q4	$1.21M	Buy	+16,272	New	+$1.21M	0.11%	116
2019 Q2	–	Sell	-5,448	Closed	-$392K	–	209
2019 Q1	$392K	Sell	5,448 -2,149	-28%	-$151K	0.04%	164
2018 Q4	$506K	Buy	7,597 +154	+2%	+$10.6K	0.06%	149
2018 Q3	$542K	Sell	7,443 -302	-4%	-$21.8K	0.06%	155
2018 Q2	$551K	Sell	7,745 -4,305	-36%	-$317K	0.06%	147
2018 Q1	$856K	Buy	12,050 +1,060	+10%	+$78.2K	0.11%	119
2017 Q4	$802K	Sell	10,990 -1,060	-9%	-$76.3K	0.09%	126
2017 Q3	$856K	Buy	12,050 +46	+0.4%	+$3.24K	0.11%	119
2017 Q2	$831K	Sell	12,004 -170	-1%	-$11.7K	0.11%	119
2017 Q1	$803K	Sell	12,174 -4,409	-27%	-$282K	0.11%	117
2016 Q4	$1.01M	Sell	16,583 -923	-5%	-$58.3K	0.15%	108
2016 Q3	$1.18M	Sell	17,506 -610	-3%	-$41K	0.18%	101
2016 Q2	$1.2M	Sell	18,116 -2,961	-14%	-$198K	0.19%	102
2016 Q1	$1.4M	Sell	21,077 -3,845	-15%	-$245K	0.23%	96
2015 Q4	$1.62M	Buy	24,922 +3,876	+18%	+$253K	0.28%	90
2015 Q3	$1.31M	Sell	21,046 -12,647	-38%	-$823K	0.24%	100
2015 Q2	$2.2M	Sell	33,693 -1,996	-6%	-$135K	0.4%	72
2015 Q1	$2.35M	Buy	35,689 +9,745	+38%	+$631K	0.43%	74
2014 Q4	$1.6M	Sell	25,944 -350	-1%	-$21.9K	0.58%	40
2014 Q3	$1.65M	Hold	26,294	–	–	0.7%	33
2014 Q2	$1.72M	Buy	26,294 +341	+1%	+$22.1K	0.74%	33
2014 Q1	$1.63M	Buy	25,953 +1,754	+7%	+$107K	0.77%	32
2013 Q4	$1.49M	Buy	+24,199	New	+$1.48M	0.89%	26

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVA Wealth Management's EFAV Position: Q4 2020 in Review

SVA Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 52% in Q4 2020, selling an estimated $2.47M and leaving 33,026 shares worth $2.42M. The position accounts for 0.21% of the portfolio, ranked #85.

SVA Wealth Management first reported a position in EFAV in Q4 2013 and has held it in 27 quarters since. The position peaked at $4.96M in Q2 2020. 587 funds tracked by Wall St. Rank hold EFAV as of Q4 2020.

SVA Wealth Management held 33,026 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.42M as of Q4 2020.
SVA Wealth Management sold 35,097 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2020, an estimated $2.47M.
iShares MSCI EAFE Min Vol Factor ETF made up 0.21% of SVA Wealth Management's portfolio in Q4 2020, its #85 holding.
SVA Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2013 and has held it in 27 quarters since.
SVA Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.96M in Q2 2020.
587 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.