GI
EFAV icon

Gradient Investments’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-871
Closed -$60.4K – 587
2024
Q2 		$60.4K Buy
871
+371
+74% +$26K ﹤0.01% 470
2024
Q1 		$35.4K Sell
500
-189
-27% -$13.1K ﹤0.01% 461
2023
Q4 		$47.8K Buy
689
+36
+6% +$2.39K ﹤0.01% 549
2023
Q3 		$42.6K Sell
653
-6
-0.9% -$403 ﹤0.01% 533
2023
Q2 		$44.5K Sell
659
-3
-0.5% -$207 ﹤0.01% 530
2023
Q1 		$44.8K Hold
662
– – ﹤0.01% 513
2022
Q4 		$42.1K Buy
662
+156
+31% +$9.53K ﹤0.01% 532
2022
Q3 		$29K Sell
506
-117
-19% -$7.34K ﹤0.01% 589
2022
Q2 		$39K Buy
623
+117
+23% +$7.86K ﹤0.01% 512
2022
Q1 		$37K Hold
506
– – ﹤0.01% 529
2021
Q4 		$39K Hold
506
– – ﹤0.01% 519
2021
Q3 		$38K Sell
506
-3
-0.6% -$233 ﹤0.01% 509
2021
Q2 		$38K Hold
509
– – ﹤0.01% 510
2021
Q1 		$37K Buy
+509
New +$37.4K ﹤0.01% 505
2020
Q3 		– Sell
-24
Closed -$2K – 1161
2020
Q2 		$2K Buy
+24
New +$1.56K ﹤0.01% 872
2019
Q3 		– Sell
-682
Closed -$50K – 1132
2019
Q2 		$50K Buy
+682
New +$49K ﹤0.01% 380
2018
Q2 		– Sell
-210
Closed -$15K – 1024
2018
Q1 		$15K Hold
210
– – ﹤0.01% 538
2017
Q4 		$15K Buy
+210
New +$15.1K ﹤0.01% 519
2013
Q3 		– Sell
-50
Closed -$3K – 514
2013
Q2 		$3K Buy
+50
New +$2.99K ﹤0.01% 342

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Gradient Investments's EFAV Position: Q3 2024 in Review

Gradient Investments sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 871 shares — an estimated $60.4K sold.

Gradient Investments first reported a position in EFAV in Q2 2013 and held it in 19 quarters. The position peaked at $60.4K in Q2 2024. 475 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Gradient Investments reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 871 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $60.4K.
  • Gradient Investments first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and held it in 19 quarters.
  • Gradient Investments's iShares MSCI EAFE Min Vol Factor ETF position peaked at $60.4K in Q2 2024.
  • 475 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.