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Tilia Fiduciary Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-287
Closed -$19.4K – 207
2023
Q2 		$19.4K Buy
287
+5
+2% +$345 0.02% 302
2023
Q1 		$19K Hold
282
– – 0.02% 305
2022
Q4 		$17.9K Buy
282
+3
+1% +$183 0.02% 302
2022
Q3 		$16K Hold
279
– – 0.02% 312
2022
Q2 		$18K Buy
279
+5
+2% +$336 0.02% 312
2022
Q1 		$20K Hold
274
– – 0.02% 321
2021
Q4 		$21K Buy
+274
New +$20.9K 0.02% 327

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Tilia Fiduciary Partners's EFAV Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2023, closing a stake of 287 shares — an estimated $19.4K sold.

Tilia Fiduciary Partners first reported a position in EFAV in Q4 2021 and held it in 7 quarters. The position peaked at $21K in Q4 2021. 470 funds tracked by Wall St. Rank hold EFAV as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 287 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2023, an estimated $19.4K.
  • Tilia Fiduciary Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $21K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.