EWP
EFAV icon

Engrave Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-8
Closed – – 168
2020
Q2 		$0 Hold
8
– – ﹤0.01% 455
2020
Q1 		$0 Hold
8
– – ﹤0.01% 432
2019
Q4 		$0 Buy
+8
New +$596 ﹤0.01% 425

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Engrave Wealth Partners's EFAV Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2020, closing a stake of 8 shares.

Engrave Wealth Partners first reported a position in EFAV in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 519 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 8 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020.
  • Engrave Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $0 in Q2 2020.
  • 519 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.