CSWM
EFAV icon

Cassady Schiller Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cassady Schiller Wealth Management’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 		– Sell
-276
Closed -$19.6K – 472
2024
Q1 		$19.6K Hold
276
– – 0.01% 291
2023
Q4 		$19.1K Hold
276
– – 0.01% 281
2023
Q3 		$18K Buy
276
+32
+13% +$2.15K 0.01% 281
2023
Q2 		$16.5K Hold
244
– – 0.01% 298
2023
Q1 		$16.5K Hold
244
– – 0.01% 285
2022
Q4 		$15.5K Buy
+244
New +$14.9K 0.01% 289

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.53B AUM 25.83% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Cassady Schiller Wealth Management's EFAV Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 276 shares — an estimated $19.6K sold.

Cassady Schiller Wealth Management first reported a position in EFAV in Q4 2022 and held it in 6 quarters. The position peaked at $19.6K in Q1 2024. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Cassady Schiller Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 276 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $19.6K.
  • Cassady Schiller Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $19.6K in Q1 2024.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.