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Buckingham Strategic Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$650K Sell
9,376
-4,846
-34% -$340K 0.01% 417
2024
Q1 		$1.01M Sell
14,222
-3,264
-19% -$227K 0.01% 333
2023
Q4 		$1.21M Buy
17,486
+11,231
+180% +$744K 0.01% 298
2023
Q3 		$408K Buy
6,255
+58
+0.9% +$3.9K 0.01% 462
2023
Q2 		$418K Sell
6,197
-1,287
-17% -$88.7K 0.01% 464
2023
Q1 		$476K Hold
7,484
– – 0.01% 388
2022
Q4 		$476K Buy
7,484
+1,141
+18% +$69.7K 0.01% 390
2022
Q3 		$362K Sell
6,343
-1,532
-19% -$96.1K 0.01% 430
2022
Q2 		$499K Sell
7,875
-2,180
-22% -$146K 0.01% 374
2022
Q1 		$725K Hold
10,055
– – 0.01% 297
2021
Q4 		$772K Hold
10,055
– – 0.01% 291
2021
Q3 		$758K Sell
10,055
-12
-0.1% -$932 0.02% 286
2021
Q2 		$760K Buy
10,067
+12
+0.1% +$904 0.02% 281
2021
Q1 		$734K Sell
10,055
-2,540
-20% -$186K 0.04% 267
2020
Q4 		$925K Buy
+12,595
New +$887K 0.05% 226
2020
Q1 		– Sell
-3,311
Closed -$247K – 482
2019
Q4 		$247K Buy
3,311
+349
+12% +$26K 0.02% 394
2019
Q3 		$217K Hold
2,962
– – 0.02% 389
2019
Q2 		$215K Sell
2,962
-240
-7% -$17.3K 0.02% 403
2019
Q1 		$231K Buy
+3,202
New +$224K 0.03% 358

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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Buckingham Strategic Wealth's EFAV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 34% in Q2 2024, selling an estimated $340K and leaving 9,376 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #417.

Buckingham Strategic Wealth first reported a position in EFAV in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2023. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Buckingham Strategic Wealth held 9,376 shares of iShares MSCI EAFE Min Vol Factor ETF worth $650K as of Q2 2024.
  • Buckingham Strategic Wealth sold 4,846 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $340K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #417 holding.
  • Buckingham Strategic Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 19 quarters since.
  • Buckingham Strategic Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.21M in Q4 2023.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.