Vigilant Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Vigilant Capital 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	-96	Closed	-$7K	–	587
2022 Q1	$7K	Buy	+96	New	+$6.97K	﹤0.01%	480
2021 Q1	–	Sell	-1,001	Closed	-$73K	–	367
2020 Q4	$73K	Buy	+1,001	New	+$70.5K	0.01%	196
2019 Q4	–	Sell	-3,670	Closed	-$269K	–	467
2019 Q3	$269K	Buy	3,670 +2,897	+375%	+$210K	0.04%	104
2019 Q2	$56K	Buy	773 +444	+135%	+$31.9K	0.01%	233
2019 Q1	$24K	Buy	+329	New	+$23.1K	﹤0.01%	313
2017 Q4	–	Sell	-500	Closed	-$36K	–	410
2017 Q3	$36K	Buy	+500	New	+$35.2K	0.01%	198

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Vigilant Capital Management's EFAV Position: Q2 2022 in Review

Vigilant Capital Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 96 shares — an estimated $7K sold.

Vigilant Capital Management first reported a position in EFAV in Q3 2017 and held it in 6 quarters. The position peaked at $269K in Q3 2019. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

Vigilant Capital Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Vigilant Capital Management sold 96 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $7K.
Vigilant Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2017 and held it in 6 quarters.
Vigilant Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $269K in Q3 2019.
521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.