Axa
EFAV icon

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

Axa’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
Q4 		– Sell
-69,877
Closed -$5.12M – 1194
2019
Q3 		$5.12M Buy
69,877
+3,480
+5% +$252K 0.02% 644
2019
Q2 		$4.82M Buy
66,397
+3,140
+5% +$226K 0.02% 666
2019
Q1 		$4.55M Buy
63,257
+2,667
+4% +$187K 0.02% 668
2018
Q4 		$4.04M Buy
60,590
+4,710
+8% +$324K 0.02% 661
2018
Q3 		$4.07M Buy
55,880
+4,800
+9% +$346K 0.01% 724
2018
Q2 		$3.63M Buy
51,080
+6,305
+14% +$464K 0.01% 722
2018
Q1 		$3.3M Buy
44,775
+650
+1% +$48K 0.01% 749
2017
Q4 		$3.22M Sell
44,125
-3,430
-7% -$247K 0.01% 757
2017
Q3 		$3.38M Sell
47,555
-270
-0.6% -$19K 0.01% 727
2017
Q2 		$3.31M Buy
47,825
+290
+0.6% +$20K 0.02% 691
2017
Q1 		$3.14M Buy
47,535
+36,885
+346% +$2.36M 0.01% 683
2016
Q4 		$652K Buy
10,650
+1,280
+14% +$80.9K ﹤0.01% 992
2016
Q3 		$634K Sell
9,370
-320
-3% -$21.5K ﹤0.01% 980
2016
Q2 		$643K Sell
9,690
-1,920
-17% -$128K ﹤0.01% 955
2016
Q1 		$771K Buy
11,610
+570
+5% +$36.3K ﹤0.01% 923
2015
Q4 		$716K Hold
11,040
– – ﹤0.01% 968
2015
Q3 		$689K Hold
11,040
– – ﹤0.01% 985
2015
Q2 		$721K Sell
11,040
-4,660
-30% -$316K ﹤0.01% 1012
2015
Q1 		$1.03M Buy
15,700
+1,700
+12% +$110K ﹤0.01% 939
2014
Q4 		$864K Buy
14,000
+1,040
+8% +$65.1K ﹤0.01% 993
2014
Q3 		$812K Buy
12,960
+990
+8% +$64.2K ﹤0.01% 959
2014
Q2 		$783K Buy
11,970
+1,000
+9% +$64.7K ﹤0.01% 982
2014
Q1 		$688K Buy
10,970
+760
+7% +$46.6K ﹤0.01% 1011
2013
Q4 		$629K Buy
+10,210
New +$625K ﹤0.01% 1013

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axa's EFAV Position: Q4 2019 in Review

Axa sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2019, closing a stake of 69,877 shares — an estimated $5.12M sold.

Axa first reported a position in EFAV in Q4 2013 and held it in 24 quarters. The position peaked at $5.12M in Q3 2019. 563 funds tracked by Wall St. Rank hold EFAV as of Q4 2019.

  • Axa reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 69,877 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2019, an estimated $5.12M.
  • Axa first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2013 and held it in 24 quarters.
  • Axa's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.12M in Q3 2019.
  • 563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.