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Caldwell Sutter Capital’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-103
Closed -$7.14K – 938
2023
Q4 		$7.14K Hold
103
– – ﹤0.01% 579
2023
Q3 		$6.72K Buy
+103
New +$6.92K ﹤0.01% 566

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Caldwell Sutter Capital's EFAV Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2024, closing a stake of 103 shares — an estimated $7.14K sold.

Caldwell Sutter Capital first reported a position in EFAV in Q3 2023 and held it in 2 quarters. The position peaked at $7.14K in Q4 2023. 468 funds tracked by Wall St. Rank hold EFAV as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 103 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2024, an estimated $7.14K.
  • Caldwell Sutter Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and held it in 2 quarters.
  • Caldwell Sutter Capital's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.14K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.