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Ford Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-8,468
Closed -$650K – 219
2021
Q4 		$650K Buy
8,468
+221
+3% +$16.8K 0.13% 50
2021
Q3 		$621K Buy
8,247
+314
+4% +$24.4K 0.24% 49
2021
Q2 		$599K Buy
7,933
+308
+4% +$23.2K 0.22% 51
2021
Q1 		$556K Buy
7,625
+134
+2% +$9.83K 0.24% 50
2020
Q4 		$549K Sell
7,491
-586
-7% -$41.3K 0.26% 46
2020
Q3 		$550K Sell
8,077
-165
-2% -$11.2K 0.3% 43
2020
Q2 		$544K Sell
8,242
-59
-0.7% -$3.83K 0.3% 45
2020
Q1 		$515K Buy
8,301
+252
+3% +$17.7K 0.34% 41
2019
Q4 		$600K Buy
8,049
+860
+12% +$64.1K 0.35% 39
2019
Q3 		$526K Buy
7,189
+1,508
+27% +$109K 0.34% 39
2019
Q2 		$412K Buy
+5,681
New +$408K 0.28% 44

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Ford Financial Group's EFAV Position: Q1 2022 in Review

Ford Financial Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 8,468 shares — an estimated $650K sold.

Ford Financial Group first reported a position in EFAV in Q2 2019 and held it in 11 quarters. The position peaked at $650K in Q4 2021. 545 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

  • Ford Financial Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 8,468 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $650K.
  • Ford Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 11 quarters.
  • Ford Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $650K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.