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Jaffetilchin Investment Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-14
Closed -$1.1K – 623
2024
Q3 		$1.1K Buy
+14
New +$1.03K ﹤0.01% 1236
2020
Q3 		– Sell
-6,345
Closed -$419K – 232
2020
Q2 		$419K Sell
6,345
-4,661
-42% -$303K 0.09% 142
2020
Q1 		$683K Buy
11,006
+738
+7% +$51.9K 0.24% 64
2019
Q4 		$765K Buy
+10,268
New +$765K 0.17% 90

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

Jaffetilchin Investment Partners's EFAV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 14 shares — an estimated $1.1K sold.

Jaffetilchin Investment Partners first reported a position in EFAV in Q4 2019 and held it in 4 quarters. The position peaked at $765K in Q4 2019. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 14 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $1.1K.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $765K in Q4 2019.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.