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Concord Asset Management (Virginia)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Concord Asset Management (Virginia)’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
Q1 		– Sell
-3,623
Closed -$230K – 111
2022
Q4 		$230K Buy
+3,623
New +$221K 0.16% 54

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Morgan Stanley
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Concord Asset Management (Virginia)'s EFAV Position: Q1 2023 in Review

Concord Asset Management (Virginia) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 3,623 shares — an estimated $230K sold.

Concord Asset Management (Virginia) first reported a position in EFAV in Q4 2022 and held it in 1 quarter. The position peaked at $230K in Q4 2022. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

  • Concord Asset Management (Virginia) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 3,623 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $230K.
  • Concord Asset Management (Virginia) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $230K in Q4 2022.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2023, filed 7 Nov 2024.