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Householder Group Estate & Retirement Specialist’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$6K Sell
88
-50
-36% -$3.68K ﹤0.01% 412
2024
Q3 		$10K Hold
138
– – ﹤0.01% 805
2024
Q2 		$9K Sell
138
-487
-78% -$34.2K ﹤0.01% 824
2024
Q1 		$44.3K Buy
625
+50
+9% +$3.48K 0.01% 494
2023
Q4 		$39K Sell
575
-41
-7% -$2.72K 0.01% 504
2023
Q3 		$40.2K Buy
+616
New +$41.4K 0.01% 498
2023
Q1 		$41K Buy
+605
New +$39.8K 0.02% 472

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EFAV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 36% in Q4 2024, selling an estimated $3.68K and leaving 88 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Householder Group Estate & Retirement Specialist first reported a position in EFAV in Q1 2023 and has held it in 7 quarters since. The position peaked at $44.3K in Q1 2024. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 88 shares of iShares MSCI EAFE Min Vol Factor ETF worth $6K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 50 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $3.68K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #412 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares MSCI EAFE Min Vol Factor ETF position peaked at $44.3K in Q1 2024.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.