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GW&K Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

GW&K Investment Management’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
2021
Q3 		– Sell
-89
Closed -$7K – 387
2021
Q2 		$7K Buy
+89
New +$6.71K ﹤0.01% 384

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $666B AUM 30.12% 1-Year Est. Return

GW&K Investment Management's EFAV Position: Q3 2021 in Review

GW&K Investment Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2021, closing a stake of 89 shares — an estimated $7K sold.

GW&K Investment Management first reported a position in EFAV in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 533 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

  • GW&K Investment Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • GW&K Investment Management sold 89 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $7K.
  • GW&K Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and held it in 1 quarter.
  • GW&K Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7K in Q2 2021.
  • 533 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on GW&K Investment Management's 13F filing for Q3 2021, filed 10 Nov 2021.