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American Capital Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

American Capital Advisory’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
2024
Q4 		– Sell
-13
Closed -$998 – 484
2024
Q3 		$998 Hold
13
– – ﹤0.01% 409
2024
Q2 		$902 Sell
13
-121
-90% -$8.49K ﹤0.01% 379
2024
Q1 		$9.07K Buy
134
+121
+931% +$8.42K 0.01% 260
2023
Q4 		$902 Buy
+13
New +$862 ﹤0.01% 379

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

American Capital Advisory's EFAV Position: Q4 2024 in Review

American Capital Advisory sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 13 shares — an estimated $998 sold.

American Capital Advisory first reported a position in EFAV in Q4 2023 and held it in 4 quarters. The position peaked at $9.07K in Q1 2024. 473 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • American Capital Advisory reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • American Capital Advisory sold 13 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $998.
  • American Capital Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and held it in 4 quarters.
  • American Capital Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9.07K in Q1 2024.
  • 473 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on American Capital Advisory's 13F filing for Q4 2024, filed 28 Jan 2025.