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Kovack Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kovack 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
2024
Q1 		– Sell
-5,509
Closed -$382K – 508
2023
Q4 		$382K Buy
5,509
+1,091
+25% +$72.3K 0.05% 366
2023
Q3 		$288K Buy
4,418
+194
+5% +$13K 0.04% 405
2023
Q2 		$285K Sell
4,224
-155
-4% -$10.7K 0.04% 425
2023
Q1 		$296K Sell
4,379
-427
-9% -$28.1K 0.04% 414
2022
Q4 		$306K Sell
4,806
-223
-4% -$13.6K 0.04% 399
2022
Q3 		$287K Sell
5,029
-1,321
-21% -$82.8K 0.04% 416
2022
Q2 		$402K Buy
6,350
+62
+1% +$4.17K 0.05% 371
2022
Q1 		$453K Sell
6,288
-628
-9% -$45.6K 0.05% 412
2021
Q4 		$531K Buy
6,916
+3,560
+106% +$271K 0.05% 372
2021
Q3 		$253K Sell
3,356
-534
-14% -$41.5K 0.03% 584
2021
Q2 		$294K Sell
3,890
-78
-2% -$5.88K 0.03% 526
2021
Q1 		$290K Sell
3,968
-503
-11% -$36.9K 0.04% 471
2020
Q4 		$328K Buy
4,471
+124
+3% +$8.74K 0.05% 377
2020
Q3 		$296K Buy
4,347
+98
+2% +$6.67K 0.05% 332
2020
Q2 		$281K Sell
4,249
-195
-4% -$12.7K 0.05% 337
2020
Q1 		$276K Buy
+4,444
New +$312K 0.06% 309

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 $2.53B AUM 25.83% 1-Year Est. Return

Kovack Advisors's EFAV Position: Q1 2024 in Review

Kovack Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2024, closing a stake of 5,509 shares — an estimated $382K sold.

Kovack Advisors first reported a position in EFAV in Q1 2020 and held it in 16 quarters. The position peaked at $531K in Q4 2021. 468 funds tracked by Wall St. Rank hold EFAV as of Q1 2024.

  • Kovack Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Kovack Advisors sold 5,509 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2024, an estimated $382K.
  • Kovack Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 16 quarters.
  • Kovack Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $531K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.