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

HHM 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
2024 Q3	–	Sell	-64	Closed	-$4.44K	–	796
2024 Q2	$4.44K	Buy	+64	New	+$4.49K	﹤0.01%	645
2022 Q4	–	Sell	-12	Closed	-$1K	–	703
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	617
2022 Q2	$1K	Buy	+12	New	+$806	﹤0.01%	753
2022 Q1	–	Sell	-107	Closed	-$8K	–	713
2021 Q4	$8K	Hold	107	–	–	﹤0.01%	527
2021 Q3	$8K	Hold	107	–	–	﹤0.01%	507
2021 Q2	$8K	Hold	107	–	–	﹤0.01%	487
2021 Q1	$8K	Hold	107	–	–	﹤0.01%	459
2020 Q4	$8K	Hold	107	–	–	﹤0.01%	432
2020 Q3	$7K	Hold	107	–	–	﹤0.01%	411
2020 Q2	$7K	Sell	107 -223	-68%	-$14.5K	﹤0.01%	384
2020 Q1	$20K	Buy	+330	New	+$23.2K	0.01%	297

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HHM Wealth Advisors's EFAV Position: Q3 2024 in Review

HHM Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 64 shares — an estimated $4.44K sold.

HHM Wealth Advisors first reported a position in EFAV in Q1 2020 and held it in 11 quarters. The position peaked at $20K in Q1 2020. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

HHM Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
HHM Wealth Advisors sold 64 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $4.44K.
HHM Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $20K in Q1 2020.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.