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Hazlett, Burt & Watson’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hazlett, Burt & Watson’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
Q2 		– Sell
-64
Closed -$5K – 703
2024
Q1 		$5K Buy
+64
New +$4.45K ﹤0.01% 576

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 22.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Hazlett, Burt & Watson's EFAV Position: Q2 2024 in Review

Hazlett, Burt & Watson sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 64 shares — an estimated $5K sold.

Hazlett, Burt & Watson first reported a position in EFAV in Q1 2024 and held it in 1 quarter. The position peaked at $5K in Q1 2024. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Hazlett, Burt & Watson reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 64 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $5K.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Hazlett, Burt & Watson's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5K in Q1 2024.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2024, filed 7 Aug 2024.