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

TCI Wealth Advisors’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	-2,100	Closed	-$142K	–	798
2023 Q1	$142K	Buy	+2,100	New	+$138K	0.02%	227
2022 Q4	–	Sell	-56	Closed	-$3K	–	2540
2022 Q3	$3K	Sell	56 -10	-15%	-$627	﹤0.01%	1756
2022 Q2	$4K	Buy	+66	New	+$4.43K	﹤0.01%	1610
2020 Q1	–	Sell	-3,000	Closed	-$224K	–	1539
2019 Q4	$224K	Buy	+3,000	New	+$224K	0.09%	164

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

TCI Wealth Advisors's EFAV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 2,100 shares — an estimated $142K sold.

TCI Wealth Advisors first reported a position in EFAV in Q4 2019 and held it in 4 quarters. The position peaked at $224K in Q4 2019. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2,100 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $142K.
TCI Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
TCI Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $224K in Q4 2019.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.