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Northwest Investment Counselors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Northwest Investment Counselors’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
2023
Q1 		– Sell
-921
Closed -$58.6K – 562
2022
Q4 		$58.6K Buy
+921
New +$56.3K 0.02% 224
2019
Q4 		– Sell
-69
Closed -$5K – 242
2019
Q3 		$5K Buy
+69
New +$5K ﹤0.01% 427

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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 $2.78B AUM 32.11% 1-Year Est. Return

Northwest Investment Counselors's EFAV Position: Q1 2023 in Review

Northwest Investment Counselors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 921 shares — an estimated $58.6K sold.

Northwest Investment Counselors first reported a position in EFAV in Q3 2019 and held it in 2 quarters. The position peaked at $58.6K in Q4 2022. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

  • Northwest Investment Counselors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 921 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $58.6K.
  • Northwest Investment Counselors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 2 quarters.
  • Northwest Investment Counselors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $58.6K in Q4 2022.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Northwest Investment Counselors's 13F filing for Q1 2023, filed 17 Apr 2023.