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EFAV icon

Horan Securities’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Horan Securities’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
Q3 		– Sell
-36
Closed -$2.43K – 246
2023
Q2 		$2.43K Buy
36
+1
+3% +$69 ﹤0.01% 553
2023
Q1 		$2.39K Hold
35
– – ﹤0.01% 551
2022
Q4 		$2.24K Hold
35
– – ﹤0.01% 549
2022
Q3 		$2K Hold
35
– – ﹤0.01% 481
2022
Q2 		$2K Buy
+35
New +$2.35K ﹤0.01% 535

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Horan Securities's EFAV Position: Q3 2023 in Review

Horan Securities sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2023, closing a stake of 36 shares — an estimated $2.43K sold.

Horan Securities first reported a position in EFAV in Q2 2022 and held it in 5 quarters. The position peaked at $2.43K in Q2 2023. 470 funds tracked by Wall St. Rank hold EFAV as of Q3 2023.

  • Horan Securities reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 36 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2023, an estimated $2.43K.
  • Horan Securities first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2022 and held it in 5 quarters.
  • Horan Securities's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.43K in Q2 2023.
  • 470 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.