Wimmer Associates 1’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wimmer Associates 1’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	-3,110	Closed	-$224K	–	111
2022 Q1	$224K	Hold	3,110	–	–	0.12%	112
2021 Q4	$239K	Hold	3,110	–	–	0.13%	114
2021 Q3	$234K	Hold	3,110	–	–	0.14%	114
2021 Q2	$235K	Hold	3,110	–	–	0.14%	111
2021 Q1	$227K	Hold	3,110	–	–	0.12%	106
2020 Q4	$228K	Hold	3,110	–	–	0.14%	108
2020 Q3	$212K	Hold	3,110	–	–	0.14%	102
2020 Q2	$210K	Buy	+3,110	New	+$202K	0.16%	100

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

Wimmer Associates 1's EFAV Position: Q2 2022 in Review

Wimmer Associates 1 sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 3,110 shares — an estimated $224K sold.

Wimmer Associates 1 first reported a position in EFAV in Q2 2020 and held it in 8 quarters. The position peaked at $239K in Q4 2021. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

Wimmer Associates 1 reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Wimmer Associates 1 sold 3,110 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $224K.
Wimmer Associates 1 first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and held it in 8 quarters.
Wimmer Associates 1's iShares MSCI EAFE Min Vol Factor ETF position peaked at $239K in Q4 2021.
521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Wimmer Associates 1's 13F filing for Q2 2022, filed 12 Aug 2022.