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Fund Evaluation Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Fund Evaluation 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
2020
Q2 		– Sell
-40,300
Closed -$2.5M – 29
2020
Q1 		$2.5M Hold
40,300
– – 0.42% 19
2019
Q4 		$3M Buy
+40,300
New +$3M 0.49% 17

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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 22.96% 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 $786B AUM 40.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fund Evaluation Group's EFAV Position: Q2 2020 in Review

Fund Evaluation Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 40,300 shares — an estimated $2.5M sold.

Fund Evaluation Group first reported a position in EFAV in Q4 2019 and held it in 2 quarters. The position peaked at $3M in Q4 2019. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • Fund Evaluation Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Fund Evaluation Group sold 40,300 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $2.5M.
  • Fund Evaluation Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Fund Evaluation Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Fund Evaluation Group's 13F filing for Q2 2020, filed 12 Aug 2020.