Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LOIP
Live Oak Investment Partners’s
iShares MSCI EAFE Min Vol Factor ETF
EFAV
Stock Holding History
Live Oak Investment Partners’s Portfolio
EFAV Stock Details
EFAV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Hold
0
–
–
–
201
2024
Q3
–
Hold
0
–
–
–
190
2024
Q2
–
Hold
0
–
–
–
186
Other funds holding EFAV
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$2.3T AUM
54.33%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$424B AUM
22.9%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.99B AUM
30.41%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$187B AUM
21.7%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$56.3B AUM
17.83%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
SAM
Securian Asset Management
St Paul, Minnesota
$2.78B AUM
32.11%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close