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

Cardinal Strategic Wealth Guidance’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
2023
Q4 		– Sell
-530
Closed -$34.6K – 77
2023
Q3 		$34.6K Hold
530
– – 0.02% 72
2023
Q2 		$35.8K Hold
530
– – 0.02% 70
2023
Q1 		$35.9K Sell
530
-747
-58% -$49.2K 0.02% 69
2022
Q4 		$81.2K Sell
1,277
-740
-37% -$45.2K 0.04% 72
2022
Q3 		$115K Sell
2,017
-740
-27% -$46.4K 0.06% 60
2022
Q2 		$175K Sell
2,757
-6,887
-71% -$463K 0.09% 64
2022
Q1 		$699K Sell
9,644
-18,646
-66% -$1.35M 0.32% 41
2021
Q4 		$2.17M Sell
28,290
-186
-0.7% -$14.2K 1.01% 15
2021
Q3 		$2.15M Sell
28,476
-2,853
-9% -$222K 1.12% 16
2021
Q2 		$2.37M Sell
31,329
-5,172
-14% -$390K 1.25% 17
2021
Q1 		$2.67M Sell
36,501
-145,714
-80% -$10.7M 1.56% 17
2020
Q4 		$13.4M Sell
182,215
-955
-0.5% -$67.3K 7.94% 5
2020
Q3 		$12.5M Buy
183,170
+1,496
+0.8% +$102K 8.83% 5
2020
Q2 		$12M Sell
181,674
-10,039
-5% -$652K 8.93% 5
2020
Q1 		$11.9M Sell
191,713
-6,180
-3% -$434K 10.91% 3
2019
Q4 		$14.7M Buy
+197,893
New +$14.7M 12.68% 2

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's EFAV Position: Q4 2023 in Review

Cardinal Strategic Wealth Guidance sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023, closing a stake of 530 shares — an estimated $34.6K sold.

Cardinal Strategic Wealth Guidance first reported a position in EFAV in Q4 2019 and held it in 16 quarters. The position peaked at $14.7M in Q4 2019. 486 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 530 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2023, an estimated $34.6K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 16 quarters.
  • Cardinal Strategic Wealth Guidance's iShares MSCI EAFE Min Vol Factor ETF position peaked at $14.7M in Q4 2019.
  • 486 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2023, filed 30 Jan 2024.