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Eagle Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Eagle Strategies’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
-14,777
Closed -$1.05M – 243
2024
Q1 		$1.05M Buy
+14,777
New +$1.03M 0.23% 99

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

Eagle Strategies's EFAV Position: Q2 2024 in Review

Eagle Strategies sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 14,777 shares — an estimated $1.05M sold.

Eagle Strategies first reported a position in EFAV in Q1 2024 and held it in 1 quarter. The position peaked at $1.05M in Q1 2024. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Eagle Strategies reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Eagle Strategies sold 14,777 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $1.05M.
  • Eagle Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Eagle Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.05M in Q1 2024.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.