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GoalVest Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-356
Closed -$23.2K – 406
2023
Q3 		$23.2K Buy
+356
New +$23.9K 0.01% 206
2022
Q2 		– Sell
-129
Closed -$9K – 372
2022
Q1 		$9K Buy
+129
New +$9.36K 0.01% 248
2021
Q1 		– Sell
-7
Closed -$1K – 185
2020
Q4 		$1K Buy
+7
New +$493 ﹤0.01% 192

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

GoalVest Advisory's EFAV Position: Q4 2023 in Review

GoalVest Advisory sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023, closing a stake of 356 shares — an estimated $23.2K sold.

GoalVest Advisory first reported a position in EFAV in Q4 2020 and held it in 3 quarters. The position peaked at $23.2K in Q3 2023. 486 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

  • GoalVest Advisory reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 356 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2023, an estimated $23.2K.
  • GoalVest Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 3 quarters.
  • GoalVest Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $23.2K in Q3 2023.
  • 486 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.