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Capital Directions Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Capital Directions Investment Advisors’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
2022
Q3 		– Sell
-95
Closed -$6K – 218
2022
Q2 		$6K Sell
95
-103
-52% -$6.92K ﹤0.01% 226
2022
Q1 		$14K Buy
+198
New +$14.4K ﹤0.01% 217
2021
Q4 		– Sell
-61
Closed -$5K – 104
2021
Q3 		$5K Buy
+61
New +$4.74K ﹤0.01% 244

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Directions Investment Advisors's EFAV Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 95 shares — an estimated $6K sold.

Capital Directions Investment Advisors first reported a position in EFAV in Q3 2021 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Capital Directions Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 95 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $6K.
  • Capital Directions Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2021 and held it in 3 quarters.
  • Capital Directions Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $14K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.