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American Economic Planning Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

American Economic Planning 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
2019
Q3 		$1.58M Buy
21,528
+3,051
+17% +$221K 0.43% 21
2019
Q2 		$1.34M Buy
18,477
+40
+0.2% +$2.88K 0.4% 25
2019
Q1 		$1.33M Buy
18,437
+137
+0.7% +$9.6K 0.41% 24
2018
Q4 		$1.22M Buy
18,300
+53
+0.3% +$3.64K 0.39% 22
2018
Q3 		$1.33M Buy
18,247
+1,371
+8% +$98.9K 0.47% 21
2018
Q2 		$1.2M Sell
16,876
-147
-0.9% -$10.8K 0.44% 22
2018
Q1 		$1.25M Sell
17,023
-245
-1% -$18.1K 0.46% 23
2017
Q4 		$1.26M Buy
17,268
+230
+1% +$16.6K 0.46% 19
2017
Q3 		$1.21M Buy
17,038
+1,263
+8% +$88.9K 0.46% 18
2017
Q2 		$1.09M Sell
15,775
-195
-1% -$13.4K 0.43% 19
2017
Q1 		$1.05M Buy
15,970
+764
+5% +$48.9K 0.42% 20
2016
Q4 		$930K Buy
15,206
+1,511
+11% +$95.5K 0.4% 20
2016
Q3 		$927K Buy
13,695
+2,029
+17% +$137K 0.37% 21
2016
Q2 		$774K Buy
11,666
+2,840
+32% +$190K 0.31% 21
2016
Q1 		$586K Buy
8,826
+4,043
+85% +$257K 0.24% 26
2015
Q4 		$310K Buy
4,783
+93
+2% +$6.06K 0.12% 38
2015
Q3 		$293K Sell
4,690
-1,051
-18% -$68.4K 0.13% 33
2015
Q2 		$375K Buy
5,741
+33
+0.6% +$2.24K 0.15% 27
2015
Q1 		$376K Buy
5,708
+159
+3% +$10.3K 0.14% 27
2014
Q4 		$342K Buy
5,549
+259
+5% +$16.2K 0.13% 28
2014
Q3 		$331K Sell
5,290
-41
-0.8% -$2.66K 0.13% 26
2014
Q2 		$349K Buy
+5,331
New +$345K 0.13% 28

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Economic Planning Group's EFAV Position: Q3 2019 in Review

American Economic Planning Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 17% in Q3 2019, buying an estimated $221K and bringing the position to 21,528 shares worth $1.58M. The position accounts for 0.43% of the portfolio, ranked #21.

American Economic Planning Group first reported a position in EFAV in Q2 2014 and has held it in 22 quarters since. 450 funds tracked by Wall St. Rank hold EFAV as of Q3 2019.

  • American Economic Planning Group held 21,528 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.58M as of Q3 2019.
  • American Economic Planning Group bought 3,051 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2019, an estimated $221K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.43% of American Economic Planning Group's portfolio in Q3 2019, its #21 holding.
  • American Economic Planning Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2014 and has held it in 22 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.