PFA
EFAV icon

Pettinga Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Pettinga Financial Advisors’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
Q4 		– Sell
-4,176
Closed -$284K – 92
2020
Q3 		$284K Hold
4,176
– – 0.12% 67
2020
Q2 		$276K Sell
4,176
-130,278
-97% -$8.46M 0.13% 63
2020
Q1 		$8.34M Sell
134,454
-37,968
-22% -$2.67M 5.63% 6
2019
Q4 		$12.9M Sell
172,422
-3,163
-2% -$236K 6.86% 3
2019
Q3 		$12.9M Sell
175,585
-30,587
-15% -$2.21M 6.94% 3
2019
Q2 		$15M Buy
206,172
+18,158
+10% +$1.31M 7.79% 3
2019
Q1 		$13.5M Buy
188,014
+49,608
+36% +$3.48M 7.25% 3
2018
Q4 		$9.23M Buy
+138,406
New +$9.51M 6.06% 6

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return