HH
EFAV icon

Hilltop Holdings’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hilltop Holdings’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
Q2 		– Sell
-3,537
Closed -$251K – 623
2024
Q1 		$251K Sell
3,537
-578
-14% -$40.2K 0.03% 551
2023
Q4 		$285K Sell
4,115
-98
-2% -$6.5K 0.03% 479
2023
Q3 		$275K Sell
4,213
-229
-5% -$15.4K 0.03% 464
2023
Q2 		$300K Sell
4,442
-61
-1% -$4.21K 0.04% 431
2023
Q1 		$305K Sell
4,503
-118
-3% -$7.77K 0.04% 388
2022
Q4 		$294K Sell
4,621
-14
-0.3% -$855 0.04% 390
2022
Q3 		$264K Buy
4,635
+59
+1% +$3.7K 0.04% 395
2022
Q2 		$290K Sell
4,576
-57
-1% -$3.83K 0.04% 384
2022
Q1 		$334K Buy
4,633
+82
+2% +$5.95K 0.04% 403
2021
Q4 		$349K Sell
4,551
-103
-2% -$7.85K 0.04% 430
2021
Q3 		$351K Buy
+4,654
New +$361K 0.04% 423
2017
Q4 		– Sell
-42,798
Closed -$3.04M – 338
2017
Q3 		$3.04M Buy
+42,798
New +$3.01M 0.92% 26
2015
Q3 		– Sell
-24,857
Closed -$1.62M – 336
2015
Q2 		$1.62M Buy
+24,857
New +$1.69M 0.44% 74

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Hilltop Holdings's EFAV Position: Q2 2024 in Review

Hilltop Holdings sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 3,537 shares — an estimated $251K sold.

Hilltop Holdings first reported a position in EFAV in Q2 2015 and held it in 13 quarters. The position peaked at $3.04M in Q3 2017. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Hilltop Holdings reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Hilltop Holdings sold 3,537 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $251K.
  • Hilltop Holdings first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2015 and held it in 13 quarters.
  • Hilltop Holdings's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.04M in Q3 2017.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Hilltop Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.