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

Tanglewood 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	–	Sell	-7,216	Closed	-$663K	–	20
2020 Q3	$663K	Hold	7,216	–	–	0.15%	15
2020 Q2	$632K	Sell	7,216 -370,504	-98%	-$24M	0.18%	13
2020 Q1	$30.3M	Buy	377,720 +339,396	+886%	+$23.8M	5.89%	6
2019 Q4	$2.86M	Buy	38,324 +20	+0.1%	+$1.49K	0.55%	13
2019 Q3	$2.81M	Sell	38,304 -382,865	-91%	-$27.7M	0.61%	12
2019 Q2	$30.6M	Buy	421,169 +408,217	+3,152%	+$29.4M	7.37%	5
2019 Q1	$752K	Sell	12,952 -349,711	-96%	-$24.5M	0.17%	15
2018 Q4	$24.2M	Buy	+362,663	New	+$24.9M	6.07%	7

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Tanglewood Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2020, closing a stake of 7,216 shares — an estimated $663K sold.

Tanglewood Wealth Management first reported a position in EFAV in Q4 2018 and held it in 8 quarters. The position peaked at $30.6M in Q2 2019. 587 funds tracked by Wall St. Rank hold EFAV as of Q4 2020.

Tanglewood Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
Tanglewood Wealth Management sold 7,216 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2020, an estimated $663K.
Tanglewood Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 8 quarters.
Tanglewood Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $30.6M in Q2 2019.
587 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2020.

Based on Tanglewood Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.