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

LexAurum 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
2021
Q3 		– Sell
-3,232
Closed -$244K – 278
2021
Q2 		$244K Sell
3,232
-2,247
-41% -$169K 0.07% 254
2021
Q1 		$400K Sell
5,479
-60
-1% -$4.4K 0.14% 163
2020
Q4 		$407K Hold
5,539
– – 0.15% 154
2020
Q3 		$377K Sell
5,539
-125
-2% -$8.51K 0.15% 135
2020
Q2 		$374K Sell
5,664
-1,097
-16% -$71.2K 0.2% 111
2020
Q1 		$420K Sell
6,761
-10
-0.1% -$703 0.29% 71
2019
Q4 		$505K Buy
6,771
+213
+3% +$15.9K 0.25% 95
2019
Q3 		$481K Buy
6,558
+130
+2% +$9.41K 0.28% 88
2019
Q2 		$467K Buy
6,428
+709
+12% +$51K 0.29% 85
2019
Q1 		$412K Sell
5,719
-624
-10% -$43.7K 0.27% 83
2018
Q4 		$423K Buy
6,343
+1
+0% +$69 0.33% 72
2018
Q3 		$462K Buy
6,342
+140
+2% +$10.1K 0.32% 73
2018
Q2 		$441K Buy
6,202
+19
+0.3% +$1.4K 0.39% 70
2018
Q1 		$456K Buy
6,183
+576
+10% +$42.5K 0.39% 72
2017
Q4 		$418K Buy
+5,607
New +$404K 0.39% 80

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $786B AUM 40.34% 1-Year Est. Return

LexAurum Advisors's EFAV Position: Q3 2021 in Review

LexAurum Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2021, closing a stake of 3,232 shares — an estimated $244K sold.

LexAurum Advisors first reported a position in EFAV in Q4 2017 and held it in 15 quarters. The position peaked at $505K in Q4 2019. 534 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

  • LexAurum Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • LexAurum Advisors sold 3,232 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $244K.
  • LexAurum Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 15 quarters.
  • LexAurum Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $505K in Q4 2019.
  • 534 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on LexAurum Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.