Syntal Capital Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Syntal Capital Partners’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 Q1	–	Sell	-33,969	Closed	-$2.49K	–	127
2020 Q4	$2.49K	Buy	33,969 +934	+3%	+$65.8K	0.31%	18
2020 Q3	$2.25M	Buy	33,035 +655	+2%	+$44.6K	1.01%	18
2020 Q2	$2.14M	Sell	32,380 -31,808	-50%	-$2.06M	1.01%	17
2020 Q1	$3.98M	Buy	64,188 +33,158	+107%	+$2.33M	2.63%	8
2019 Q4	$2.31M	Buy	31,030 +20,678	+200%	+$1.54M	1.29%	16
2019 Q3	$758K	Sell	10,352 -22,054	-68%	-$1.6M	0.2%	104
2019 Q2	$2.35M	Buy	+32,406	New	+$2.33M	0.51%	42

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Syntal Capital Partners's EFAV Position: Q1 2021 in Review

Syntal Capital Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2021, closing a stake of 33,969 shares — an estimated $2.49K sold.

Syntal Capital Partners first reported a position in EFAV in Q2 2019 and held it in 7 quarters. The position peaked at $3.98M in Q1 2020. 563 funds tracked by Wall St. Rank hold EFAV as of Q1 2021.

Syntal Capital Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Syntal Capital Partners sold 33,969 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2021, an estimated $2.49K.
Syntal Capital Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 7 quarters.
Syntal Capital Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.98M in Q1 2020.
563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2021.

Based on Syntal Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.