Advus Financial Partners, LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Advus Financial Partners, LLC’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
2023 Q2	–	Sell	-4,197	Closed	-$284K	–	161
2023 Q1	$284K	Sell	4,197 -65,439	-94%	-$4.31M	0.12%	108
2022 Q4	$4.43M	Sell	69,636 -15,102	-18%	-$923K	1.93%	14
2022 Q3	$4.83M	Sell	84,738 -996	-1%	-$62.5K	2.57%	10
2022 Q2	$5.43M	Sell	85,734 -1,848	-2%	-$124K	2.86%	9
2022 Q1	$6.32M	Buy	+87,582	New	+$6.36M	3.22%	6
2021 Q3	$6.63M	Buy	+86,337	New	+$6.7M	3.66%	6

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Advus Financial Partners, LLC's EFAV Position: Q2 2023 in Review

Advus Financial Partners, LLC sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 4,197 shares — an estimated $284K sold.

Advus Financial Partners, LLC first reported a position in EFAV in Q3 2021 and held it in 6 quarters. The position peaked at $6.63M in Q3 2021. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

Advus Financial Partners, LLC reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
Advus Financial Partners, LLC sold 4,197 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $284K.
Advus Financial Partners, LLC first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2021 and held it in 6 quarters.
Advus Financial Partners, LLC's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.63M in Q3 2021.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2023, filed 25 Aug 2026.