CBT
EFAV icon

CoreFirst Bank & Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

CoreFirst Bank & 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
2022
Q2 		– Sell
-5
Closed – – 403
2022
Q1 		$0 Sell
5
-111
-96% -$8.06K ﹤0.01% 395
2021
Q4 		$9K Hold
116
– – 0.01% 380
2021
Q3 		$9K Hold
116
– – 0.01% 393
2021
Q2 		$9K Hold
116
– – 0.01% 397
2021
Q1 		$8K Hold
116
– – 0.01% 400
2020
Q4 		$9K Buy
+116
New +$8.17K 0.01% 366

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

CoreFirst Bank & Trust's EFAV Position: Q2 2022 in Review

CoreFirst Bank & Trust sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 5 shares.

CoreFirst Bank & Trust first reported a position in EFAV in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 522 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • CoreFirst Bank & Trust reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 5 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022.
  • CoreFirst Bank & Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 6 quarters.
  • CoreFirst Bank & Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2022, filed 16 Aug 2022.