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Cornerstone Planning Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cornerstone Planning Group’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
-75
Closed -$5.29K – 1287
2024
Q1 		$5.29K Sell
75
-821
-92% -$57.1K ﹤0.01% 509
2023
Q4 		$62.1K Sell
896
-2,876
-76% -$191K 0.02% 155
2023
Q3 		$246K Sell
3,772
-4,205
-53% -$282K 0.09% 71
2023
Q2 		$538K Buy
+7,977
New +$550K 0.21% 48
2022
Q4 		$527K Buy
+7,957
New +$486K 0.22% 54

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Cornerstone Planning Group's EFAV Position: Q2 2024 in Review

Cornerstone Planning Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 75 shares — an estimated $5.29K sold.

Cornerstone Planning Group first reported a position in EFAV in Q4 2022 and held it in 5 quarters. The position peaked at $538K in Q2 2023. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Cornerstone Planning Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 75 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $5.29K.
  • Cornerstone Planning Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $538K in Q2 2023.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.