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Financial Partners Group (Kansas)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Financial Partners Group (Kansas)’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
2022
Q3 		– Sell
-3,228
Closed -$204K – 147
2022
Q2 		$204K Sell
3,228
-550
-15% -$37K 0.05% 144
2022
Q1 		$273K Sell
3,778
-276
-7% -$20K 0.06% 139
2021
Q4 		$296K Buy
4,054
+27
+0.7% +$2.06K 0.06% 135
2021
Q3 		$303K Hold
4,027
– – 0.07% 127
2021
Q2 		$304K Buy
4,027
+52
+1% +$3.92K 0.08% 121
2021
Q1 		$290K Hold
3,975
– – 0.08% 117
2020
Q4 		$295K Buy
3,975
+28
+0.7% +$1.97K 0.09% 100
2020
Q3 		$269K Buy
3,947
+66
+2% +$4.49K 0.09% 98
2020
Q2 		$256K Buy
+3,881
New +$252K 0.1% 83
2019
Q2 		– Sell
-2,843
Closed -$205K – 77
2019
Q1 		$205K Buy
+2,843
New +$199K 0.11% 73
2018
Q4 		– Sell
-3,263
Closed -$238K – 74
2018
Q3 		$238K Sell
3,263
-396
-11% -$28.6K 0.16% 67
2018
Q2 		$260K Sell
3,659
-58
-2% -$4.26K 0.19% 66
2018
Q1 		$273K Sell
3,717
-68
-2% -$5.02K 0.21% 65
2017
Q4 		$276K Buy
+3,785
New +$273K 0.22% 65

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Partners Group (Kansas)'s EFAV Position: Q3 2022 in Review

Financial Partners Group (Kansas) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 3,228 shares — an estimated $204K sold.

Financial Partners Group (Kansas) first reported a position in EFAV in Q4 2017 and held it in 14 quarters. The position peaked at $304K in Q2 2021. 468 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Financial Partners Group (Kansas) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 3,228 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $204K.
  • Financial Partners Group (Kansas) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 14 quarters.
  • Financial Partners Group (Kansas)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $304K in Q2 2021.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2022, filed 14 Nov 2022.