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Lake Point Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Lake Point Wealth 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
2019
Q2 		$1K Hold
17
– – ﹤0.01% 604
2019
Q1 		$1K Buy
+17
New +$1.19K ﹤0.01% 603

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Point Wealth Management's EFAV Position: Q2 2019 in Review

Lake Point Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2019 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Lake Point Wealth Management first reported a position in EFAV in Q1 2019 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold EFAV as of Q2 2019.

  • Lake Point Wealth Management held 17 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1K as of Q2 2019.
  • Lake Point Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2019.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #604 holding.
  • Lake Point Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.