Traverso Chambers Private Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Traverso Chambers Private 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
2023 Q4	$402K	Hold	5,800	–	–	0.1%	84
2023 Q3	$378K	Hold	5,800	–	–	0.1%	81
2023 Q2	$392K	Hold	5,800	–	–	0.1%	79
2023 Q1	$392K	Hold	5,800	–	–	0.11%	77
2022 Q4	$369K	Hold	5,800	–	–	0.11%	80
2022 Q3	$331K	Hold	5,800	–	–	0.1%	81
2022 Q2	$367K	Hold	5,800	–	–	0.12%	74
2022 Q1	$418K	Hold	5,800	–	–	0.12%	75
2021 Q4	$445K	Hold	5,800	–	–	0.13%	73
2021 Q3	$437K	Hold	5,800	–	–	0.14%	72
2021 Q2	$438K	Hold	5,800	–	–	0.14%	71
2021 Q1	$423K	Hold	5,800	–	–	0.14%	72
2020 Q4	$426K	Hold	5,800	–	–	0.15%	64
2020 Q3	$395K	Hold	5,800	–	–	0.15%	65
2020 Q2	$383K	Sell	5,800 -100	-2%	-$6.49K	0.16%	62
2020 Q1	$366K	Buy	+5,900	New	+$415K	0.17%	64

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Traverso Chambers Private Wealth Management's EFAV Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q4 2023 at 5,800 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #84.

Traverso Chambers Private Wealth Management first reported a position in EFAV in Q1 2020 and has held it in 16 quarters since. The position peaked at $445K in Q4 2021. 486 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

Traverso Chambers Private Wealth Management held 5,800 shares of iShares MSCI EAFE Min Vol Factor ETF worth $402K as of Q4 2023.
Traverso Chambers Private Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q4 2023.
iShares MSCI EAFE Min Vol Factor ETF made up 0.1% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #84 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and has held it in 16 quarters since.
Traverso Chambers Private Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $445K in Q4 2021.
486 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.