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Novak Financial Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Novak Financial Planning’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 		$2.38M Sell
31,508
-1,247
-4% -$94K 1.17% 25
2021
Q1 		$2.39M Buy
32,755
+1,425
+5% +$105K 1.31% 22
2020
Q4 		$2.3M Buy
+31,330
New +$2.21M 1.35% 22

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

Novak Financial Planning's EFAV Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.8% in Q2 2021, selling an estimated $94K and leaving 31,508 shares worth $2.38M. The position accounts for 1.17% of the portfolio, ranked #25.

Novak Financial Planning first reported a position in EFAV in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.39M in Q1 2021. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • Novak Financial Planning held 31,508 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.38M as of Q2 2021.
  • Novak Financial Planning sold 1,247 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $94K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 1.17% of Novak Financial Planning's portfolio in Q2 2021, its #25 holding.
  • Novak Financial Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.39M in Q1 2021.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.