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Advocacy Wealth Management Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Advocacy Wealth Management Services’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
Q4 		– Sell
-11,040
Closed -$720K – 52
2023
Q3 		$720K Hold
11,040
– – 0.08% 29
2023
Q2 		$745K Buy
11,040
+990
+10% +$68.3K 0.09% 28
2023
Q1 		$680K Buy
+10,050
New +$662K 0.08% 27
2022
Q1 		– Sell
-17,142
Closed -$1.32M – 197
2021
Q4 		$1.32M Hold
17,142
– – 0.22% 24
2021
Q3 		$1.29M Hold
17,142
– – 0.23% 24
2021
Q2 		$1.29M Hold
17,142
– – 0.24% 25
2021
Q1 		$1.26M Hold
17,142
– – 0.25% 29
2020
Q4 		$1.26M Hold
17,142
– – 0.19% 31
2020
Q3 		$1.17M Buy
+17,142
New +$1.17M 0.19% 32
2020
Q2 		– Sell
-515,227
Closed -$30.8M – 129
2020
Q1 		$30.8M Buy
515,227
+194,442
+61% +$13.7M 6.81% 6
2019
Q4 		$23.9M Buy
320,785
+222,427
+226% +$16.6M 6.81% 7
2019
Q3 		$7.21M Buy
98,358
+13,358
+16% +$967K 4.81% 7
2019
Q2 		$6.17M Buy
85,000
+53,219
+167% +$3.83M 4.47% 8
2019
Q1 		$2.3M Sell
31,781
-25,982
-45% -$1.82M 2.5% 9
2018
Q4 		$3.85M Sell
57,763
-36,003
-38% -$2.47M 2.9% 6
2018
Q3 		$6.83M Buy
93,766
+7,429
+9% +$536K 4.19% 6
2018
Q2 		$6.14M Sell
86,337
-1,233
-1% -$90.7K 4.04% 6
2018
Q1 		$6.45M Buy
87,570
+263
+0.3% +$19.4K 4.43% 6
2017
Q4 		$6.37M Buy
87,307
+67,408
+339% +$4.86M 4.39% 6
2017
Q3 		$1.41M Sell
19,899
-157,620
-89% -$11.1M 0.57% 11
2017
Q2 		$12.3M Sell
177,519
-40,354
-19% -$2.78M 4.4% 7
2017
Q1 		$14.4M Buy
217,873
+67,857
+45% +$4.34M 5.01% 8
2016
Q4 		$9.18M Buy
150,016
+11,960
+9% +$756K 2.76% 13
2016
Q3 		$9.34M Buy
138,056
+34,653
+34% +$2.33M 3.62% 11
2016
Q2 		$6.87M Buy
103,403
+35,081
+51% +$2.35M 3.46% 11
2016
Q1 		$4.54M Buy
68,322
+40,788
+148% +$2.6M 3.15% 9
2015
Q4 		$1.79M Buy
+27,534
New +$1.79M 2.02% 10

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advocacy Wealth Management Services's EFAV Position: Q4 2023 in Review

Advocacy Wealth Management Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023, closing a stake of 11,040 shares — an estimated $720K sold.

Advocacy Wealth Management Services first reported a position in EFAV in Q4 2015 and held it in 27 quarters. The position peaked at $30.8M in Q1 2020. 486 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

  • Advocacy Wealth Management Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 11,040 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2023, an estimated $720K.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 27 quarters.
  • Advocacy Wealth Management Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $30.8M in Q1 2020.
  • 486 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2023, filed 23 Jan 2024.