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Beam Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Beam Wealth Advisors’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
2020
Q2 		– Sell
-6,135
Closed -$381K – 139
2020
Q1 		$381K Sell
6,135
-891
-13% -$62.6K 0.38% 84
2019
Q4 		$524K Buy
+7,026
New +$524K 0.49% 65

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Beam Wealth Advisors's EFAV Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 6,135 shares — an estimated $381K sold.

Beam Wealth Advisors first reported a position in EFAV in Q4 2019 and held it in 2 quarters. The position peaked at $524K in Q4 2019. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 6,135 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $381K.
  • Beam Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $524K in Q4 2019.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.