HI
EFAV icon

Hudock Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hudock Inc’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
Q4 		– Sell
-73
Closed -$5K – 785
2021
Q3 		$5K Buy
+73
New +$5.67K ﹤0.01% 635
2021
Q1 		– Sell
-117
Closed -$8K – 811
2020
Q4 		$8K Buy
+117
New +$8.24K ﹤0.01% 533
2020
Q2 		– Sell
-287
Closed -$17K – 735
2020
Q1 		$17K Buy
+287
New +$20.2K 0.01% 347
2016
Q1 		– Sell
-713
Closed -$46K – 589
2015
Q4 		$46K Hold
713
– – 0.02% 219
2015
Q3 		$44K Hold
713
– – 0.02% 227
2015
Q2 		$46K Hold
713
– – 0.02% 217
2015
Q1 		$47K Buy
+713
New +$46.2K 0.02% 217

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Hudock Inc's EFAV Position: Q4 2021 in Review

Hudock Inc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2021, closing a stake of 73 shares — an estimated $5K sold.

Hudock Inc first reported a position in EFAV in Q1 2015 and held it in 7 quarters. The position peaked at $47K in Q1 2015. 577 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

  • Hudock Inc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Hudock Inc sold 73 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $5K.
  • Hudock Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2015 and held it in 7 quarters.
  • Hudock Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $47K in Q1 2015.
  • 577 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on Hudock Inc's 13F filing for Q4 2021, filed 19 Jan 2022.