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Fiduciary Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-81
Closed -$6K – 118
2021
Q1 		$6K Hold
81
– – 0.01% 187
2020
Q4 		$6K Hold
81
– – 0.01% 173
2020
Q3 		$6K Buy
+81
New +$5.51K 0.01% 130
2020
Q1 		– Sell
-12,638
Closed -$947K – 49
2019
Q4 		$947K Buy
+12,638
New +$942K 0.87% 20

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Fiduciary Planning's EFAV Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 81 shares — an estimated $6K sold.

Fiduciary Planning first reported a position in EFAV in Q4 2019 and held it in 4 quarters. The position peaked at $947K in Q4 2019. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 81 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $6K.
  • Fiduciary Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
  • Fiduciary Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $947K in Q4 2019.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.