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AFG
EFAV icon

Affinia Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Affinia Financial Group’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
2021
Q4
– Sell
-3,612
Closed -$276K – 34
2021
Q3
$276K Sell
3,612
-37
-1% -$2.87K 0.18% 26
2021
Q2
$281K Hold
3,649
– – 0.17% 27
2021
Q1
$274K Sell
3,649
-1,266
-26% -$92.9K 0.17% 24
2020
Q4
$361K Sell
4,915
-6,889
-58% -$485K 0.25% 14
2020
Q3
$804K Sell
11,804
-39,629
-77% -$2.7M 0.57% 10
2020
Q2
$3.4M Buy
51,433
+3,680
+8% +$239K 2.8% 7
2020
Q1
$2.96M Buy
+47,753
New +$3.36M 2.75% 6

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Envestnet Asset Management
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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SAM
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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