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

Avestar Capital’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
Q3 		– Sell
-29,678
Closed -$2.06M – 484
2024
Q2 		$2.06M Sell
29,678
-1,397
-4% -$98.1K 0.21% 89
2024
Q1 		$2.2M Buy
+31,075
New +$2.16M 0.23% 82

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 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Avestar Capital's EFAV Position: Q3 2024 in Review

Avestar Capital sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 29,678 shares — an estimated $2.06M sold.

Avestar Capital first reported a position in EFAV in Q1 2024 and held it in 2 quarters. The position peaked at $2.2M in Q1 2024. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Avestar Capital reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Avestar Capital sold 29,678 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $2.06M.
  • Avestar Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and held it in 2 quarters.
  • Avestar Capital's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.2M in Q1 2024.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Avestar Capital's 13F filing for Q3 2024, filed 13 Nov 2024.