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

Milestone Investment 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
2024
Q3 		– Sell
-554
Closed -$38.4K – 129
2024
Q2 		$38.4K Hold
554
– – 0.01% 105
2024
Q1 		$39.3K Hold
554
– – 0.01% 102
2023
Q4 		$38.4K Hold
554
– – 0.01% 98
2023
Q3 		$36.1K Hold
554
– – 0.01% 225
2023
Q2 		$37.4K Hold
554
– – 0.01% 90
2023
Q1 		$37.5K Hold
554
– – 0.01% 231
2022
Q4 		$35.2K Buy
+554
New +$33.8K 0.01% 88

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Milestone Investment Advisors's EFAV Position: Q3 2024 in Review

Milestone Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 554 shares — an estimated $38.4K sold.

Milestone Investment Advisors first reported a position in EFAV in Q4 2022 and held it in 7 quarters. The position peaked at $39.3K in Q1 2024. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Milestone Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 554 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $38.4K.
  • Milestone Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 7 quarters.
  • Milestone Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $39.3K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Milestone Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.