True Link Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

True Link Financial Advisors’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 Q4	–	Sell	-13,425	Closed	-$765K	–	120
2022 Q3	$765K	Sell	13,425 -155	-1%	-$9.72K	0.11%	66
2022 Q2	$860K	Sell	13,580 -100	-0.7%	-$6.72K	0.13%	64
2022 Q1	$987K	Sell	13,680 -377	-3%	-$27.4K	0.14%	59
2021 Q4	$1.08M	Sell	14,057 -21	-0.1%	-$1.6K	0.14%	71
2021 Q3	$1.06M	Sell	14,078 -14,852	-51%	-$1.15M	0.15%	66
2021 Q2	$2.19M	Sell	28,930 -250	-0.9%	-$18.8K	0.32%	36
2021 Q1	$2.13M	Sell	29,180 -119	-0.4%	-$8.73K	0.31%	40
2020 Q4	$2.15M	Buy	+29,299	New	+$2.06M	0.34%	41

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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 $2.53B AUM 25.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

True Link Financial Advisors's EFAV Position: Q4 2022 in Review

True Link Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 13,425 shares — an estimated $765K sold.

True Link Financial Advisors first reported a position in EFAV in Q4 2020 and held it in 8 quarters. The position peaked at $2.19M in Q2 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

True Link Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
True Link Financial Advisors sold 13,425 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $765K.
True Link Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 8 quarters.
True Link Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.19M in Q2 2021.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on True Link Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.