H6H
EFAV icon

Hightower 6M Holding’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hightower 6M Holding’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 		$4.76M Buy
83,459
+2,976
+4% +$187K 0.43% 34
2022
Q2 		$5.09M Buy
80,483
+2,942
+4% +$198K 0.43% 37
2022
Q1 		$5.59M Buy
+77,541
New +$5.63M 0.43% 38

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 $6.73T AUM 46.02% 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 $424B AUM 22.96% 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 $80B AUM 26.12% 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 $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hightower 6M Holding's EFAV Position: Q3 2022 in Review

Hightower 6M Holding increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.7% in Q3 2022, buying an estimated $187K and bringing the position to 83,459 shares worth $4.76M. The position accounts for 0.43% of the portfolio, ranked #34.

Hightower 6M Holding first reported a position in EFAV in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.59M in Q1 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Hightower 6M Holding held 83,459 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.76M as of Q3 2022.
  • Hightower 6M Holding bought 2,976 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $187K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.43% of Hightower 6M Holding's portfolio in Q3 2022, its #34 holding.
  • Hightower 6M Holding first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.59M in Q1 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.