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Naples Money Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Naples Money Management’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
Q2 		– Sell
-415
Closed -$29.4K – 406
2024
Q1 		$29.4K Buy
+415
New +$28.9K 0.03% 111

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 $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Naples Money Management's EFAV Position: Q2 2024 in Review

Naples Money Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 415 shares — an estimated $29.4K sold.

Naples Money Management first reported a position in EFAV in Q1 2024 and held it in 1 quarter. The position peaked at $29.4K in Q1 2024. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Naples Money Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Naples Money Management sold 415 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $29.4K.
  • Naples Money Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and held it in 1 quarter.
  • Naples Money Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $29.4K in Q1 2024.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.