MWP
EFAV icon

Meridian Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Meridian Wealth 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
2021
Q2 		– Sell
-251
Closed -$18K – 431
2021
Q1 		$18K Buy
+251
New +$18.4K 0.01% 300
2020
Q4 		– Sell
-541
Closed -$37K – 235
2020
Q3 		$37K Buy
+541
New +$36.8K 0.02% 150
2020
Q1 		– Sell
-263
Closed -$20K – 195
2019
Q4 		$20K Buy
+263
New +$19.6K 0.01% 203

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Meridian Wealth Partners's EFAV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 251 shares — an estimated $18K sold.

Meridian Wealth Partners first reported a position in EFAV in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q3 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • Meridian Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 251 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $18K.
  • Meridian Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
  • Meridian Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $37K in Q3 2020.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.