Tradition Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Tradition Wealth Management’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
2022 Q2	–	Sell	-205	Closed	-$15K	–	1094
2022 Q1	$15K	Hold	205	–	–	﹤0.01%	790
2021 Q4	$16K	Hold	205	–	–	﹤0.01%	786
2021 Q3	$15K	Hold	205	–	–	﹤0.01%	793
2021 Q2	$15K	Hold	205	–	–	﹤0.01%	827
2021 Q1	$15K	Hold	205	–	–	﹤0.01%	691
2020 Q4	$15K	Buy	+205	New	+$14.4K	﹤0.01%	642

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 22.96% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

WBG

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

Tradition Wealth Management's EFAV Position: Q2 2022 in Review

Tradition Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 205 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in EFAV in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 522 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

Tradition Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 205 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $15K.
Tradition Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $16K in Q4 2021.
522 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.