M&T Bank
EFAV icon

M&T Bank’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

M&T Bank’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
Q4 		– Sell
-4,249
Closed -$277K – 1646
2023
Q3 		$277K Buy
+4,249
New +$285K ﹤0.01% 1301
2021
Q1 		– Sell
-10,230
Closed -$751K – 1598
2020
Q4 		$751K Sell
10,230
-1,903
-16% -$134K ﹤0.01% 880
2020
Q3 		$827K Sell
12,133
-1,333
-10% -$90.7K ﹤0.01% 776
2020
Q2 		$890K Buy
13,466
+4,183
+45% +$271K ﹤0.01% 721
2020
Q1 		$576K Buy
+9,283
New +$652K ﹤0.01% 851
2019
Q4 		– Sell
-16,236
Closed -$1.19M – 1459
2019
Q3 		$1.19M Buy
+16,236
New +$1.18M 0.01% 671
2019
Q2 		– Sell
-3,188
Closed -$230K – 1627
2019
Q1 		$230K Sell
3,188
-789
-20% -$55.3K ﹤0.01% 1338
2018
Q4 		$265K Sell
3,977
-1,144
-22% -$78.6K ﹤0.01% 1165
2018
Q3 		$372K Buy
+5,121
New +$369K ﹤0.01% 1137
2018
Q2 		– Sell
-4,543
Closed -$335K – 1569
2018
Q1 		$335K Sell
4,543
-15
-0.3% -$1.11K ﹤0.01% 1167
2017
Q4 		$333K Sell
4,558
-218
-5% -$15.7K ﹤0.01% 1194
2017
Q3 		$339K Sell
4,776
-99
-2% -$6.97K ﹤0.01% 1166
2017
Q2 		$337K Buy
4,875
+100
+2% +$6.89K ﹤0.01% 1149
2017
Q1 		$315K Sell
4,775
-5,317
-53% -$340K ﹤0.01% 1212
2016
Q4 		$617K Sell
10,092
-918
-8% -$58K ﹤0.01% 966
2016
Q3 		$744K Sell
11,010
-7,932
-42% -$534K ﹤0.01% 901
2016
Q2 		$1.26M Buy
18,942
+8,231
+77% +$550K 0.01% 698
2016
Q1 		$712K Buy
10,711
+283
+3% +$18K ﹤0.01% 910
2015
Q4 		$677K Buy
10,428
+1,360
+15% +$88.6K ﹤0.01% 953
2015
Q3 		$565K Buy
9,068
+2,919
+47% +$190K ﹤0.01% 1017
2015
Q2 		$401K Buy
6,149
+55
+0.9% +$3.73K ﹤0.01% 1333
2015
Q1 		$402K Buy
6,094
+329
+6% +$21.3K ﹤0.01% 1290
2014
Q4 		$356K Sell
5,765
-695
-11% -$43.5K ﹤0.01% 1371
2014
Q3 		$405K Buy
+6,460
New +$419K ﹤0.01% 1377

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

M&T Bank's EFAV Position: Q4 2023 in Review

M&T Bank sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023, closing a stake of 4,249 shares — an estimated $277K sold.

M&T Bank first reported a position in EFAV in Q3 2014 and held it in 24 quarters. The position peaked at $1.26M in Q2 2016. 485 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

  • M&T Bank reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • M&T Bank sold 4,249 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2023, an estimated $277K.
  • M&T Bank first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2014 and held it in 24 quarters.
  • M&T Bank's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.26M in Q2 2016.
  • 485 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on M&T Bank's 13F filing for Q4 2023, filed 6 Feb 2024.