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Impact Partnership Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Impact Partnership Wealth’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
-67
Closed -$4.75K – 339
2024
Q1 		$4.75K Sell
67
-2,977
-98% -$207K ﹤0.01% 506
2023
Q4 		$211K Sell
3,044
-11,734
-79% -$778K 0.08% 174
2023
Q3 		$964K Buy
+14,778
New +$993K 0.3% 34

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 22.9% 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

Impact Partnership Wealth's EFAV Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 67 shares — an estimated $4.75K sold.

Impact Partnership Wealth first reported a position in EFAV in Q3 2023 and held it in 3 quarters. The position peaked at $964K in Q3 2023. 468 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 67 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $4.75K.
  • Impact Partnership Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $964K in Q3 2023.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.