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Institutional & Family Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Institutional & Family Asset Management’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
Q1 		– Sell
-23
Closed -$1.61K – 744
2023
Q4 		$1.61K Buy
+23
New +$1.52K ﹤0.01% 576

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 $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Institutional & Family Asset Management's EFAV Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2024, closing a stake of 23 shares — an estimated $1.61K sold.

Institutional & Family Asset Management first reported a position in EFAV in Q4 2023 and held it in 1 quarter. The position peaked at $1.61K in Q4 2023. 468 funds tracked by Wall St. Rank hold EFAV as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 23 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2024, an estimated $1.61K.
  • Institutional & Family Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.61K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.