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FineMark National Bank & Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-3,210
Closed -$236K – 443
2020
Q4 		$236K Sell
3,210
-885
-22% -$62.4K 0.01% 372
2020
Q3 		$279K Buy
+4,095
New +$279K 0.01% 312

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FineMark National Bank & Trust's EFAV Position: Q1 2021 in Review

FineMark National Bank & Trust sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2021, closing a stake of 3,210 shares — an estimated $236K sold.

FineMark National Bank & Trust first reported a position in EFAV in Q3 2020 and held it in 2 quarters. The position peaked at $279K in Q3 2020. 563 funds tracked by Wall St. Rank hold EFAV as of Q1 2021.

  • FineMark National Bank & Trust reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • FineMark National Bank & Trust sold 3,210 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2021, an estimated $236K.
  • FineMark National Bank & Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and held it in 2 quarters.
  • FineMark National Bank & Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $279K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2021.

Based on FineMark National Bank & Trust's 13F filing for Q1 2021, filed 12 May 2021.