CMP
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Coston McIsaac & Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Coston McIsaac & Partners’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
-84
Closed -$5K – 809
2022
Q4 		$5K Buy
+84
New +$5.13K ﹤0.01% 588

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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Coston McIsaac & Partners's EFAV Position: Q1 2023 in Review

Coston McIsaac & Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 84 shares — an estimated $5K sold.

Coston McIsaac & Partners first reported a position in EFAV in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 472 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

  • Coston McIsaac & Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 84 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $5K.
  • Coston McIsaac & Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 1 quarter.
  • Coston McIsaac & Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5K in Q4 2022.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Coston McIsaac & Partners's 13F filing for Q1 2023, filed 19 Apr 2023.