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Blue Trust Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-5
Closed -$347 – 2594
2024
Q3 		$347 Hold
5
– – ﹤0.01% 2826
2024
Q2 		$354 Buy
+5
New +$351 ﹤0.01% 2634
2023
Q3 		– Sell
-50
Closed -$3K – 2099
2023
Q2 		$3K Buy
50
+1
+2% +$69 ﹤0.01% 1653
2023
Q1 		$3K Sell
49
-52
-51% -$3.42K ﹤0.01% 1908
2022
Q4 		$5K Buy
101
+61
+153% +$3.73K ﹤0.01% 1714
2022
Q3 		$3K Buy
+40
New +$2.51K ﹤0.01% 1678

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Blue Trust Inc's EFAV Position: Q4 2024 in Review

Blue Trust Inc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 5 shares — an estimated $347 sold.

Blue Trust Inc first reported a position in EFAV in Q3 2022 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Blue Trust Inc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 5 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $347.
  • Blue Trust Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2022 and held it in 6 quarters.
  • Blue Trust Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5K in Q4 2022.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.