Castleview Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Castleview Partners’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	-85	Closed	-$6.03K	–	944
2024 Q1	$6.03K	Buy	+85	New	+$5.91K	﹤0.01%	598
2023 Q4	–	Sell	-96	Closed	-$6.26K	–	876
2023 Q3	$6.26K	Buy	+96	New	+$6.45K	0.01%	464
2023 Q2	–	Sell	-588	Closed	-$39.8K	–	695
2023 Q1	$39.8K	Sell	588 -530	-47%	-$34.9K	0.04%	287
2022 Q4	$71.1K	Buy	+1,118	New	+$68.3K	0.07%	190

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Castleview Partners's EFAV Position: Q2 2024 in Review

Castleview Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 85 shares — an estimated $6.03K sold.

Castleview Partners first reported a position in EFAV in Q4 2022 and held it in 4 quarters. The position peaked at $71.1K in Q4 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

Castleview Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
Castleview Partners sold 85 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $6.03K.
Castleview Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 4 quarters.
Castleview Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $71.1K in Q4 2022.
467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Castleview Partners's 13F filing for Q2 2024, filed 31 Jul 2024.