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TrueWealth LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

TrueWealth LLC’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
2020
Q1 		– Sell
-863
Closed -$64K – 736
2019
Q4 		$64K Hold
863
– – 0.03% 247
2019
Q3 		$63K Hold
863
– – 0.03% 240
2019
Q2 		$63K Hold
863
– – 0.03% 242
2019
Q1 		$62K Hold
863
– – 0.03% 238
2018
Q4 		$58K Hold
863
– – 0.03% 232
2018
Q3 		$63K Hold
863
– – 0.03% 241
2018
Q2 		$61K Hold
863
– – 0.03% 239
2018
Q1 		$64K Buy
863
+83
+11% +$6.12K 0.03% 235
2017
Q4 		$57K Buy
+780
New +$56.2K 0.03% 271

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrueWealth LLC's EFAV Position: Q1 2020 in Review

TrueWealth LLC sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 863 shares — an estimated $64K sold.

TrueWealth LLC first reported a position in EFAV in Q4 2017 and held it in 9 quarters. The position peaked at $64K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • TrueWealth LLC reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 863 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $64K.
  • TrueWealth LLC first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's iShares MSCI EAFE Min Vol Factor ETF position peaked at $64K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.