Chevy Chase Trust
EFAV icon

Chevy Chase Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-319
Closed -$24K – 729
2019
Q4 		$24K Buy
+319
New +$23.8K ﹤0.01% 969
2018
Q3 		– Sell
-326
Closed -$23K – 676
2018
Q2 		$23K Buy
+326
New +$24K ﹤0.01% 673

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chevy Chase Trust's EFAV Position: Q1 2020 in Review

Chevy Chase Trust sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 319 shares — an estimated $24K sold.

Chevy Chase Trust first reported a position in EFAV in Q2 2018 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • Chevy Chase Trust reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 319 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $24K.
  • Chevy Chase Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 2 quarters.
  • Chevy Chase Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $24K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.