WWM
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WT Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

WT Wealth 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
Q4 		– Sell
-6,038
Closed -$411K – 112
2020
Q3 		$411K Sell
6,038
-3,322
-35% -$226K 0.27% 77
2020
Q2 		$618K Buy
9,360
+1,093
+13% +$70.9K 0.5% 50
2020
Q1 		$512K Sell
8,267
-31,416
-79% -$2.21M 0.54% 41
2019
Q4 		$2.96M Buy
39,683
+781
+2% +$58.2K 2.25% 8
2019
Q3 		$2.85M Buy
+38,902
New +$2.82M 2.48% 7

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return