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Heritage Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Heritage Wealth 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
2023
Q2 		– Sell
-40
Closed -$2.71K – 568
2023
Q1 		$2.71K Sell
40
-175
-81% -$11.5K ﹤0.01% 500
2022
Q4 		$13.7K Buy
+215
New +$13.1K ﹤0.01% 434

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Heritage Wealth Advisors's EFAV Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 40 shares — an estimated $2.71K sold.

Heritage Wealth Advisors first reported a position in EFAV in Q4 2022 and held it in 2 quarters. The position peaked at $13.7K in Q4 2022. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

  • Heritage Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 40 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $2.71K.
  • Heritage Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 2 quarters.
  • Heritage Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $13.7K in Q4 2022.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.