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Atlas Private Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Atlas Private Wealth Management’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
Q1 		– Sell
-110
Closed -$8K – 411
2020
Q4 		$8K Hold
110
– – 0.01% 322
2020
Q3 		$7K Hold
110
– – 0.01% 333
2020
Q2 		$7K Hold
110
– – 0.01% 359
2020
Q1 		$7K Hold
110
– – 0.01% 338
2019
Q4 		$8K Buy
+110
New +$8.2K 0.01% 363

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlas Private Wealth Management's EFAV Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2021, closing a stake of 110 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in EFAV in Q4 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2020. 563 funds tracked by Wall St. Rank hold EFAV as of Q1 2021.

  • Atlas Private Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 110 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2021, an estimated $8K.
  • Atlas Private Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
  • Atlas Private Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8K in Q4 2020.
  • 563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.