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HC Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

HC Financial Advisors’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
2020
Q3 		– Sell
-721
Closed -$48K – 376
2020
Q2 		$48K Hold
721
– – 0.04% 114
2020
Q1 		$45K Buy
+721
New +$50.7K 0.04% 114

Other funds holding EFAV

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's EFAV Position: Q3 2020 in Review

HC Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2020, closing a stake of 721 shares — an estimated $48K sold.

HC Financial Advisors first reported a position in EFAV in Q1 2020 and held it in 2 quarters. The position peaked at $48K in Q2 2020. 519 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

  • HC Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 721 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $48K.
  • HC Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $48K in Q2 2020.
  • 519 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.