LWP
EFAV icon

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

Legacy 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
2020
Q2 		– Sell
-6,054
Closed -$376K – 79
2020
Q1 		$376K Sell
6,054
-97,044
-94% -$6.82M 0.6% 34
2019
Q4 		$7.68M Buy
+103,098
New +$7.68M 8.7% 3

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Legacy Wealth Planning's EFAV Position: Q2 2020 in Review

Legacy Wealth Planning sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 6,054 shares — an estimated $376K sold.

Legacy Wealth Planning first reported a position in EFAV in Q4 2019 and held it in 2 quarters. The position peaked at $7.68M in Q4 2019. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • Legacy Wealth Planning reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Planning sold 6,054 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $376K.
  • Legacy Wealth Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.68M in Q4 2019.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Legacy Wealth Planning's 13F filing for Q2 2020, filed 17 Aug 2020.