Baldwin Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Baldwin Wealth Partners’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	-230	Closed	-$16K	–	1112
2024 Q2	$16K	Hold	230	–	–	﹤0.01%	491
2024 Q1	$16.3K	Hold	230	–	–	﹤0.01%	511
2023 Q4	$15.9K	Hold	230	–	–	﹤0.01%	527
2023 Q3	$15K	Hold	230	–	–	﹤0.01%	543
2023 Q2	$15.5K	Hold	230	–	–	﹤0.01%	563
2023 Q1	$15.6K	Sell	230 -198	-46%	-$13K	﹤0.01%	578
2022 Q4	$27.2K	Hold	428	–	–	﹤0.01%	505
2022 Q3	$24K	Hold	428	–	–	﹤0.01%	429
2022 Q2	$27K	Buy	428 +198	+86%	+$13.3K	﹤0.01%	439
2022 Q1	$17K	Hold	230	–	–	﹤0.01%	491
2021 Q4	$18K	Hold	230	–	–	﹤0.01%	457
2021 Q3	$17K	Hold	230	–	–	﹤0.01%	466
2021 Q2	$17K	Hold	230	–	–	﹤0.01%	480
2021 Q1	$17K	Hold	230	–	–	﹤0.01%	475
2020 Q4	$17K	Hold	230	–	–	﹤0.01%	415
2020 Q3	$16K	Hold	230	–	–	﹤0.01%	402
2020 Q2	$15K	Hold	230	–	–	﹤0.01%	408
2020 Q1	$14K	Hold	230	–	–	﹤0.01%	402
2019 Q4	$17K	Hold	230	–	–	﹤0.01%	415
2019 Q3	$17K	Hold	230	–	–	﹤0.01%	416
2019 Q2	$17K	Hold	230	–	–	﹤0.01%	408
2019 Q1	$17K	Hold	230	–	–	﹤0.01%	410
2018 Q4	$15K	Hold	230	–	–	﹤0.01%	405
2018 Q3	$17K	Hold	230	–	–	﹤0.01%	418
2018 Q2	$16K	Buy	+230	New	+$16.9K	﹤0.01%	422

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Baldwin Wealth Partners's EFAV Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 230 shares — an estimated $16K sold.

Baldwin Wealth Partners first reported a position in EFAV in Q2 2018 and held it in 25 quarters. The position peaked at $27.2K in Q4 2022. 475 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

Baldwin Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 230 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $16K.
Baldwin Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 25 quarters.
Baldwin Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $27.2K in Q4 2022.
475 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.