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Crewe Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Crewe Advisors’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
-36
Closed -$2.44K – 911
2023
Q1 		$2.44K Sell
36
-5
-12% -$329 ﹤0.01% 706
2022
Q4 		$2.61K Buy
41
+5
+14% +$305 ﹤0.01% 799
2022
Q3 		$2K Hold
36
– – ﹤0.01% 1031
2022
Q2 		$2K Hold
36
– – ﹤0.01% 967
2022
Q1 		$3K Buy
+36
New +$2.61K ﹤0.01% 415

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 $2.53B AUM 25.83% 1-Year Est. Return

Crewe Advisors's EFAV Position: Q2 2023 in Review

Crewe Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 36 shares — an estimated $2.44K sold.

Crewe Advisors first reported a position in EFAV in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

  • Crewe Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 36 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $2.44K.
  • Crewe Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 5 quarters.
  • Crewe Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3K in Q1 2022.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.