Syverson Strege & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-929	Closed	-$62.9K	–	232
2023 Q1	$62.9K	Sell	929 -366	-28%	-$24.1K	0.03%	113
2022 Q4	$82.4K	Sell	1,295 -6,860	-84%	-$419K	0.04%	103
2022 Q3	$465K	Sell	8,155 -403	-5%	-$25.3K	0.24%	37
2022 Q2	$542K	Sell	8,558 -1,785	-17%	-$120K	0.2%	37
2022 Q1	$746K	Sell	10,343 -56	-0.5%	-$4.06K	0.81%	25
2021 Q4	$798K	Buy	10,399 +46	+0.4%	+$3.51K	0.59%	27
2021 Q3	$780K	Sell	10,353 -1,122	-10%	-$87.1K	0.62%	25
2021 Q2	$867K	Sell	11,475 -2,187	-16%	-$165K	0.77%	23
2021 Q1	$997K	Sell	13,662 -4,173	-23%	-$306K	1.04%	16
2020 Q4	$1.31M	Buy	+17,835	New	+$1.26M	1.25%	13

Other funds holding EFAV

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Syverson Strege & Co's EFAV Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 929 shares — an estimated $62.9K sold.

Syverson Strege & Co first reported a position in EFAV in Q4 2020 and held it in 10 quarters. The position peaked at $1.31M in Q4 2020. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

Syverson Strege & Co reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 929 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $62.9K.
Syverson Strege & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.31M in Q4 2020.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.