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Financial Advocates Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Financial Advocates Investment 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 		– Sell
-77,282
Closed -$2.46M – 782
2024
Q2 		$2.46M Buy
77,282
+74,951
+3,215% +$5.26M 0.15% 150
2024
Q1 		$221K Sell
2,331
-19
-0.8% -$1.32K 0.01% 693
2023
Q4 		$209K Buy
+2,350
New +$156K 0.01% 674
2023
Q3 		– Sell
-44,874
Closed -$1.44M – 707
2023
Q2 		$1.44M Sell
44,874
-2,223
-5% -$153K 0.1% 205
2023
Q1 		$1.52M Buy
+47,097
New +$3.1M 0.11% 215
2022
Q2 		– Sell
-6,471
Closed -$467K – 711
2022
Q1 		$467K Sell
6,471
-745
-10% -$54.1K 0.03% 461
2021
Q4 		$554K Sell
7,216
-28,624
-80% -$2.18M 0.03% 460
2021
Q3 		$2.7M Buy
35,840
+4,313
+14% +$335K 0.18% 136
2021
Q2 		$2.36M Sell
31,527
-4,286
-12% -$323K 0.16% 156
2021
Q1 		$2.61M Sell
35,813
-20,037
-36% -$1.47M 0.19% 127
2020
Q4 		$4.39M Buy
55,850
+22,027
+65% +$1.55M 0.3% 76
2020
Q3 		$2.3M Sell
33,823
-9,368
-22% -$638K 0.2% 104
2020
Q2 		$2.75M Buy
43,191
+25,553
+145% +$1.66M 0.26% 98
2020
Q1 		$1.09M Sell
17,638
-1,422
-7% -$99.9K 0.16% 169
2019
Q4 		$1.42M Sell
19,060
-82,106
-81% -$6.12M 0.15% 159
2019
Q3 		$7.41M Buy
101,166
+21,860
+28% +$1.58M 0.85% 22
2019
Q2 		$5.76M Buy
79,306
+4,423
+6% +$318K 0.67% 31
2019
Q1 		$5.39M Buy
74,883
+1,839
+3% +$129K 0.67% 31
2018
Q4 		$4.87M Sell
73,044
-2,362
-3% -$162K 0.66% 33
2018
Q3 		$5.49M Buy
75,406
+2,172
+3% +$157K 0.61% 38
2018
Q2 		$5.16M Sell
73,234
-2,292
-3% -$169K 0.62% 37
2018
Q1 		$5.57M Sell
75,526
-4,432
-6% -$327K 0.72% 29
2017
Q4 		$5.84M Buy
+79,958
New +$5.76M 0.8% 26

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Financial Advocates Investment Management's EFAV Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 77,282 shares — an estimated $2.46M sold.

Financial Advocates Investment Management first reported a position in EFAV in Q4 2017 and held it in 23 quarters. The position peaked at $7.41M in Q3 2019. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Financial Advocates Investment Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 77,282 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $2.46M.
  • Financial Advocates Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 23 quarters.
  • Financial Advocates Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.41M in Q3 2019.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.