Hoover Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hoover Financial 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
2021 Q2	$824K	Hold	10,907	–	–	0.15%	61
2021 Q1	$817K	Hold	10,907	–	–	0.15%	58
2020 Q4	$812K	Hold	10,907	–	–	0.2%	43
2020 Q3	$743K	Hold	10,907	–	–	0.24%	38
2020 Q2	$721K	Hold	10,907	–	–	0.28%	37
2020 Q1	$677K	Sell	10,907 -16,368	-60%	-$1.15M	0.37%	31
2019 Q4	$2.03M	Buy	+27,275	New	+$2.03M	0.99%	18

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoover Financial Advisors's EFAV Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2021 at 10,907 shares worth $824K. The position accounts for 0.15% of the portfolio, ranked #61.

Hoover Financial Advisors first reported a position in EFAV in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2019. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

Hoover Financial Advisors held 10,907 shares of iShares MSCI EAFE Min Vol Factor ETF worth $824K as of Q2 2021.
Hoover Financial Advisors left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2021.
iShares MSCI EAFE Min Vol Factor ETF made up 0.15% of Hoover Financial Advisors's portfolio in Q2 2021, its #61 holding.
Hoover Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.03M in Q4 2019.
531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.