Van Hulzen Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Van Hulzen Asset 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
2020 Q2	–	Sell	-3,609	Closed	-$224K	–	265
2020 Q1	$224K	Hold	3,609	–	–	0.05%	219
2019 Q4	$269K	Hold	3,609	–	–	0.05%	225
2019 Q3	$264K	Hold	3,609	–	–	0.06%	215
2019 Q2	$262K	Hold	3,609	–	–	0.06%	214
2019 Q1	$260K	Hold	3,609	–	–	0.07%	188
2018 Q4	$241K	Hold	3,609	–	–	0.07%	194
2018 Q3	$263K	Hold	3,609	–	–	0.07%	187
2018 Q2	$257K	Hold	3,609	–	–	0.08%	165
2018 Q1	$266K	Buy	3,609 +200	+6%	+$14.8K	0.08%	159
2017 Q4	$249K	Buy	3,409 +120	+4%	+$8.64K	0.08%	178
2017 Q3	$234K	Buy	+3,289	New	+$232K	0.08%	152

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Van Hulzen Asset Management's EFAV Position: Q2 2020 in Review

Van Hulzen Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 3,609 shares — an estimated $224K sold.

Van Hulzen Asset Management first reported a position in EFAV in Q3 2017 and held it in 11 quarters. The position peaked at $269K in Q4 2019. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

Van Hulzen Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Van Hulzen Asset Management sold 3,609 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $224K.
Van Hulzen Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2017 and held it in 11 quarters.
Van Hulzen Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $269K in Q4 2019.
521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Van Hulzen Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.