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BerganKDV Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

BerganKDV Wealth Management’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
Q3 		– Sell
-646
Closed -$43K – 928
2020
Q2 		$43K Buy
+646
New +$41.9K 0.01% 367
2019
Q1 		– Sell
-10
Closed -$1K – 732
2018
Q4 		$1K Buy
+10
New +$687 ﹤0.01% 650

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's EFAV Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2020, closing a stake of 646 shares — an estimated $43K sold.

BerganKDV Wealth Management first reported a position in EFAV in Q4 2018 and held it in 2 quarters. The position peaked at $43K in Q2 2020. 519 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 646 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $43K.
  • BerganKDV Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 2 quarters.
  • BerganKDV Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $43K in Q2 2020.
  • 519 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.