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Legacy Capital Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Legacy Capital 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
2020
Q1 		– Sell
-4,068
Closed -$303K – 143
2019
Q4 		$303K Buy
4,068
+284
+8% +$21.2K 0.12% 116
2019
Q3 		$277K Buy
+3,784
New +$274K 0.12% 121

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Morgan Stanley
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Northwestern Mutual Wealth Management
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Victory Capital Management
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Partners's EFAV Position: Q1 2020 in Review

Legacy Capital Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 4,068 shares — an estimated $303K sold.

Legacy Capital Partners first reported a position in EFAV in Q3 2019 and held it in 2 quarters. The position peaked at $303K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • Legacy Capital Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 4,068 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $303K.
  • Legacy Capital Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 2 quarters.
  • Legacy Capital Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $303K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Legacy Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.