Neuberger Berman Group
EFAV icon

Neuberger Berman Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Neuberger Berman Group’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
-3,750
Closed -$274K – 1774
2021
Q1 		$274K Hold
3,750
– – ﹤0.01% 1630
2020
Q4 		$275K Hold
3,750
– – ﹤0.01% 1536
2020
Q3 		$256K Buy
+3,750
New +$255K ﹤0.01% 1490

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

Neuberger Berman Group's EFAV Position: Q2 2021 in Review

Neuberger Berman Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 3,750 shares — an estimated $274K sold.

Neuberger Berman Group first reported a position in EFAV in Q3 2020 and held it in 3 quarters. The position peaked at $275K in Q4 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • Neuberger Berman Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Neuberger Berman Group sold 3,750 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $274K.
  • Neuberger Berman Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and held it in 3 quarters.
  • Neuberger Berman Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $275K in Q4 2020.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Neuberger Berman Group's 13F filing for Q2 2021, filed 13 Aug 2021.