TWM
EFAV icon

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return