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Family Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Family Asset Management’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
Q3 		$3.38K Hold
44
– – ﹤0.01% 191
2024
Q2 		$3.05K Hold
44
– – ﹤0.01% 193
2024
Q1 		$3.12K Hold
44
– – ﹤0.01% 172
2023
Q4 		$3.05K Sell
44
-6
-12% -$398 ﹤0.01% 173
2023
Q3 		$3.26K Buy
+50
New +$3.36K ﹤0.01% 165

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
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
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 $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Family Asset Management's EFAV Position: Q3 2024 in Review

Family Asset Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2024 at 44 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Family Asset Management first reported a position in EFAV in Q3 2023 and has held it in 5 quarters since. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Family Asset Management held 44 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.38K as of Q3 2024.
  • Family Asset Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2024.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #191 holding.
  • Family Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 5 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.