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

Ten Capital 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	-41	Closed	-$2.77K	–	278
2023 Q1	$2.77K	Hold	41	–	–	﹤0.01%	450
2022 Q4	$2.61K	Buy	+41	New	+$2.5K	﹤0.01%	428

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 $2.78B AUM 32.11% 1-Year Est. Return

Ten Capital Wealth Advisors's EFAV Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 41 shares — an estimated $2.77K sold.

Ten Capital Wealth Advisors first reported a position in EFAV in Q4 2022 and held it in 2 quarters. The position peaked at $2.77K in Q1 2023. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 41 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $2.77K.
Ten Capital Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
Ten Capital Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.77K in Q1 2023.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.