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Farmers & Merchants Investments Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-7
Closed -$537 – 1787
2024
Q3 		$537 Buy
+7
New +$517 ﹤0.01% 1654
2021
Q2 		– Sell
-10
Closed -$1K – 947
2021
Q1 		$1K Buy
+10
New +$734 ﹤0.01% 832

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 $6.73T AUM 46.02% 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 $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 $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Farmers & Merchants Investments Inc's EFAV Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 7 shares — an estimated $537 sold.

Farmers & Merchants Investments Inc first reported a position in EFAV in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Farmers & Merchants Investments Inc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 7 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $537.
  • Farmers & Merchants Investments Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1K in Q1 2021.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.