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ORG Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

ORG Partners’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
Q1 		– Sell
-442
Closed -$30.7K – 687
2023
Q4 		$30.7K Buy
+442
New +$29.3K 0.01% 615
2023
Q3 		– Sell
-1,342
Closed -$90.3K – 1429
2023
Q2 		$90.3K Buy
+1,342
New +$92.5K 0.01% 546

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

ORG Partners's EFAV Position: Q1 2024 in Review

ORG Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2024, closing a stake of 442 shares — an estimated $30.7K sold.

ORG Partners first reported a position in EFAV in Q2 2023 and held it in 2 quarters. The position peaked at $90.3K in Q2 2023. 468 funds tracked by Wall St. Rank hold EFAV as of Q1 2024.

  • ORG Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 442 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2024, an estimated $30.7K.
  • ORG Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $90.3K in Q2 2023.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.