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JP Morgan Private Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$3.48M Buy
53,320
+71
+0.1% +$4.77K 0.01% 586
2023
Q2 		$3.59M Sell
53,249
-169,766
-76% -$11.7M 0.02% 404
2023
Q1 		$15.1M Sell
223,015
-4,416
-2% -$291K 0.03% 351
2022
Q4 		$14.5M Buy
227,431
+103,647
+84% +$6.33M 0.03% 355
2022
Q3 		$7.06M Sell
123,784
-11,255
-8% -$706K 0.02% 472
2022
Q2 		$8.55M Buy
135,039
+48,704
+56% +$3.27M 0.02% 440
2022
Q1 		$6.23M Buy
86,335
+8,917
+12% +$647K 0.01% 553
2021
Q4 		$5.94M Buy
77,418
+4,973
+7% +$379K 0.01% 567
2021
Q3 		$5.46M Buy
72,445
+12,655
+21% +$983K 0.01% 573
2021
Q2 		$4.52M Sell
59,790
-24,439
-29% -$1.84M 0.01% 623
2021
Q1 		$6.15M Sell
84,229
-38,604
-31% -$2.83M 0.02% 461
2020
Q4 		$9.02M Sell
122,833
-5,515
-4% -$389K 0.03% 375
2020
Q3 		$8.74M Sell
128,348
-1,962
-2% -$134K 0.03% 349
2020
Q2 		$8.61M Sell
130,310
-47,484
-27% -$3.08M 0.04% 307
2020
Q1 		$11M Sell
177,794
-34,010
-16% -$2.39M 0.06% 249
2019
Q4 		$15.8M Buy
211,804
+8,779
+4% +$654K 0.07% 233
2019
Q3 		$14.9M Buy
203,025
+135,787
+202% +$9.83M 0.08% 227
2019
Q2 		$4.88M Buy
67,238
+926
+1% +$66.6K 0.03% 388
2019
Q1 		$4.77M Buy
66,312
+1,931
+3% +$135K 0.02% 409
2018
Q4 		$4.29M Sell
64,381
-13,214
-17% -$908K 0.03% 392
2018
Q3 		$5.65M Buy
+77,595
New +$5.6M 0.03% 404

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EFAV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.13% in Q3 2023, buying an estimated $4.77K and bringing the position to 53,320 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #586.

JP Morgan Private Wealth Advisors first reported a position in EFAV in Q3 2018 and has held it in 21 quarters since. The position peaked at $15.8M in Q4 2019. 470 funds tracked by Wall St. Rank hold EFAV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 53,320 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.48M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 71 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2023, an estimated $4.77K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #586 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $15.8M in Q4 2019.
  • 470 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.