Viridian RIA’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Viridian RIA’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 Q1	–	Sell	-4,800	Closed	-$348K	–	71
2021 Q4	$368K	Buy	+4,800	New	+$366K	0.08%	72
2021 Q2	–	Hold	0	–	–	–	66
2021 Q1	–	Sell	-4,800	Closed	-$352K	–	66
2020 Q4	$352K	Hold	4,800	–	–	0.1%	57
2020 Q3	$327K	Hold	4,800	–	–	0.11%	57
2020 Q2	$317K	Buy	+4,800	New	+$312K	0.11%	57

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 $424B AUM 22.94% 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

Viridian RIA's EFAV Position: Q1 2022 in Review

Viridian RIA sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 4,800 shares — an estimated $348K sold.

Viridian RIA first reported a position in EFAV in Q2 2020 and held it in 4 quarters. The position peaked at $368K in Q4 2021. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Viridian RIA reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 4,800 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $348K.
Viridian RIA first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and held it in 4 quarters.
Viridian RIA's iShares MSCI EAFE Min Vol Factor ETF position peaked at $368K in Q4 2021.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.