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Laurel Wealth Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-999
Closed -$63.5K – 97
2022
Q4 		$63.5K Sell
999
-135
-12% -$8.25K 0.04% 100
2022
Q3 		$65K Sell
1,134
-101
-8% -$6.33K 0.05% 91
2022
Q2 		$78K Sell
1,235
-2,530
-67% -$170K 0.05% 88
2022
Q1 		$272K Sell
3,765
-752
-17% -$54.6K 0.18% 61
2021
Q4 		$347K Sell
4,517
-2,174
-32% -$166K 0.26% 53
2021
Q3 		$504K Buy
6,691
+164
+3% +$12.7K 0.41% 47
2021
Q2 		$493K Buy
6,527
+217
+3% +$16.4K 0.43% 38
2021
Q1 		$461K Sell
6,310
-259
-4% -$19K 0.42% 37
2020
Q4 		$482K Buy
+6,569
New +$463K 0.47% 34

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Laurel Wealth Planning's EFAV Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 999 shares — an estimated $63.5K sold.

Laurel Wealth Planning first reported a position in EFAV in Q4 2020 and held it in 9 quarters. The position peaked at $504K in Q3 2021. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

  • Laurel Wealth Planning reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 999 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $63.5K.
  • Laurel Wealth Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $504K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.