Toth Financial Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Toth Financial Advisory’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	-300	Closed	-$20.3K	–	807
2023 Q1	$20.3K	Hold	300	–	–	﹤0.01%	380
2022 Q4	$19.1K	Hold	300	–	–	﹤0.01%	380
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	391
2022 Q2	$19K	Hold	300	–	–	﹤0.01%	375
2022 Q1	$22K	Hold	300	–	–	﹤0.01%	377
2021 Q4	$23K	Hold	300	–	–	﹤0.01%	380
2021 Q3	$23K	Hold	300	–	–	﹤0.01%	378
2021 Q2	$23K	Hold	300	–	–	﹤0.01%	354
2021 Q1	$22K	Hold	300	–	–	﹤0.01%	368
2020 Q4	$22K	Hold	300	–	–	﹤0.01%	328
2020 Q3	$20K	Hold	300	–	–	﹤0.01%	314
2020 Q2	$20K	Hold	300	–	–	﹤0.01%	283
2020 Q1	$19K	Hold	300	–	–	0.01%	232
2019 Q4	$22K	Hold	300	–	–	﹤0.01%	251
2019 Q3	$22K	Hold	300	–	–	﹤0.01%	266
2019 Q2	$22K	Hold	300	–	–	﹤0.01%	271
2019 Q1	$22K	Hold	300	–	–	0.01%	259
2018 Q4	$20K	Hold	300	–	–	0.01%	240
2018 Q3	$22K	Hold	300	–	–	﹤0.01%	262
2018 Q2	$21K	Hold	300	–	–	﹤0.01%	262
2018 Q1	$22K	Hold	300	–	–	0.01%	259
2017 Q4	$22K	Buy	+300	New	+$21.6K	0.01%	264

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Toth Financial Advisory's EFAV Position: Q2 2023 in Review

Toth Financial Advisory sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 300 shares — an estimated $20.3K sold.

Toth Financial Advisory first reported a position in EFAV in Q4 2017 and held it in 22 quarters. The position peaked at $23K in Q4 2021. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

Toth Financial Advisory reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 300 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $20.3K.
Toth Financial Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 22 quarters.
Toth Financial Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $23K in Q4 2021.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.