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New England Investment & Retirement Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

New England Investment & Retirement 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
2020
Q2 		– Sell
-90
Closed -$6K – 109
2020
Q1 		$6K Buy
+90
New +$6.32K ﹤0.01% 158

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

New England Investment & Retirement Group's EFAV Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 90 shares — an estimated $6K sold.

New England Investment & Retirement Group first reported a position in EFAV in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 90 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $6K.
  • New England Investment & Retirement Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6K in Q1 2020.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.