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

Tiedemann 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
2021
Q3 		– Sell
-8,760
Closed -$662K – 319
2021
Q2 		$662K Hold
8,760
– – 0.03% 209
2021
Q1 		$640K Hold
8,760
– – 0.03% 194
2020
Q4 		$643K Hold
8,760
– – 0.03% 185
2020
Q3 		$596K Hold
8,760
– – 0.03% 214
2020
Q2 		$579K Buy
+8,760
New +$569K 0.03% 202
2019
Q3 		– Sell
-6,075
Closed -$441K – 305
2019
Q2 		$441K Buy
+6,075
New +$437K 0.02% 209

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tiedemann Advisors's EFAV Position: Q3 2021 in Review

Tiedemann Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2021, closing a stake of 8,760 shares — an estimated $662K sold.

Tiedemann Advisors first reported a position in EFAV in Q2 2019 and held it in 6 quarters. The position peaked at $662K in Q2 2021. 533 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

  • Tiedemann Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 8,760 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $662K.
  • Tiedemann Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 6 quarters.
  • Tiedemann Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $662K in Q2 2021.
  • 533 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.