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Heritage Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-104
Closed -$6K – 184
2022
Q2 		$6K Buy
+104
New +$6.99K ﹤0.01% 335

Other funds holding EFAV

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Financial Services's EFAV Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 104 shares — an estimated $6K sold.

Heritage Financial Services first reported a position in EFAV in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 104 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $6K.
  • Heritage Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6K in Q2 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.