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EFAV icon

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

BOK Financial’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
-996
Closed -$75.1K – 1351
2024
Q3 		$75.1K Buy
+996
New +$73.6K ﹤0.01% 779
2022
Q1 		– Sell
-3,063
Closed -$235K – 981
2021
Q4 		$235K Buy
3,063
+20
+0.7% +$1.52K ﹤0.01% 897
2021
Q3 		$229K Buy
+3,043
New +$236K ﹤0.01% 889
2021
Q1 		– Sell
-3,700
Closed -$271K – 916
2020
Q4 		$271K Sell
3,700
-2,149
-37% -$151K 0.01% 791
2020
Q3 		$399K Sell
5,849
-500
-8% -$34K 0.01% 673
2020
Q2 		$419K Sell
6,349
-6,044
-49% -$392K 0.01% 676
2020
Q1 		$769K Sell
12,393
-221
-2% -$15.5K 0.02% 470
2019
Q4 		$941K Buy
12,614
+202
+2% +$15.1K 0.02% 520
2019
Q3 		$910K Buy
12,412
+606
+5% +$43.9K 0.02% 521
2019
Q2 		$858K Sell
11,806
-1,845
-14% -$133K 0.02% 528
2019
Q1 		$983K Buy
13,651
+4,921
+56% +$345K 0.02% 491
2018
Q4 		$582K Buy
8,730
+5,000
+134% +$344K 0.02% 580
2018
Q3 		$272K Buy
+3,730
New +$269K 0.01% 812
2017
Q4 		– Sell
-115
Closed -$8K – 944
2017
Q3 		$8K Buy
+115
New +$8.1K ﹤0.01% 1094

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

BOK Financial's EFAV Position: Q4 2024 in Review

BOK Financial sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 996 shares — an estimated $75.1K sold.

BOK Financial first reported a position in EFAV in Q3 2017 and held it in 14 quarters. The position peaked at $983K in Q1 2019. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • BOK Financial reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 996 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $75.1K.
  • BOK Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2017 and held it in 14 quarters.
  • BOK Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $983K in Q1 2019.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.