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Consolidated Portfolio Review Corp’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Consolidated Portfolio Review Corp’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
Q2 		– Sell
-2,986
Closed -$202K – 320
2023
Q1 		$202K Buy
+2,986
New +$197K 0.05% 264

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
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

Consolidated Portfolio Review Corp's EFAV Position: Q2 2023 in Review

Consolidated Portfolio Review Corp sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 2,986 shares — an estimated $202K sold.

Consolidated Portfolio Review Corp first reported a position in EFAV in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

  • Consolidated Portfolio Review Corp reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,986 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $202K.
  • Consolidated Portfolio Review Corp first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's iShares MSCI EAFE Min Vol Factor ETF position peaked at $202K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2023, filed 14 Aug 2023.