Voloridge Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Voloridge Investment 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 Q1	–	Sell	-20,095	Closed	-$1.54M	–	1450
2021 Q4	$1.54M	Buy	+20,095	New	+$1.53M	0.01%	1147
2021 Q2	–	Sell	-17,501	Closed	-$1.28M	–	1642
2021 Q1	$1.28M	Sell	17,501 -12,591	-42%	-$924K	0.01%	955
2020 Q4	$2.21M	Buy	30,092 +5,198	+21%	+$366K	0.02%	698
2020 Q3	$1.7M	Buy	+24,894	New	+$1.69M	0.01%	774

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

Voloridge Investment Management's EFAV Position: Q1 2022 in Review

Voloridge Investment Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 20,095 shares — an estimated $1.54M sold.

Voloridge Investment Management first reported a position in EFAV in Q3 2020 and held it in 4 quarters. The position peaked at $2.21M in Q4 2020. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Voloridge Investment Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Voloridge Investment Management sold 20,095 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $1.54M.
Voloridge Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and held it in 4 quarters.
Voloridge Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.21M in Q4 2020.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Voloridge Investment Management's 13F filing for Q1 2022, filed 16 May 2022.