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Garrett Wealth Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-16
Closed -$1.17K – 220
2019
Q3 		$1.17K Buy
+16
New +$1.16K ﹤0.01% 683

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Garrett Wealth Advisory Group's EFAV Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2019, closing a stake of 16 shares — an estimated $1.17K sold.

Garrett Wealth Advisory Group first reported a position in EFAV in Q3 2019 and held it in 1 quarter. The position peaked at $1.17K in Q3 2019. 563 funds tracked by Wall St. Rank hold EFAV as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 16 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2019, an estimated $1.17K.
  • Garrett Wealth Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.17K in Q3 2019.
  • 563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.