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Baron Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Baron Financial 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
2022
Q3 		– Sell
-10
Closed -$633 – 93
2022
Q2 		$633 Hold
10
– – ﹤0.01% 203
2022
Q1 		$721 Hold
10
– – ﹤0.01% 215
2021
Q4 		$768 Hold
10
– – ﹤0.01% 217
2021
Q3 		$753 Hold
10
– – ﹤0.01% 221
2021
Q2 		$755 Hold
10
– – ﹤0.01% 235
2021
Q1 		$730 Hold
10
– – ﹤0.01% 237
2020
Q4 		$734 Hold
10
– – ﹤0.01% 246
2020
Q3 		$681 Buy
+10
New +$681 ﹤0.01% 268

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baron Financial Group's EFAV Position: Q3 2022 in Review

Baron Financial Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 10 shares — an estimated $633 sold.

Baron Financial Group first reported a position in EFAV in Q3 2020 and held it in 8 quarters. The position peaked at $768 in Q4 2021. 468 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Baron Financial Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 10 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $633.
  • Baron Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $768 in Q4 2021.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.