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PWW
Pettyjohn Wood & White’s
iShares MSCI EAFE Min Vol Factor ETF
EFAV
Stock Holding History
Pettyjohn Wood & White’s Portfolio
EFAV Stock Details
EFAV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-3,283
Closed
-$240K
–
159
2021
Q1
$240K
Hold
3,283
–
–
0.06%
143
2020
Q4
$241K
Hold
3,283
–
–
0.06%
138
2020
Q3
$224K
Hold
3,283
–
–
0.07%
134
2020
Q2
$217K
Hold
3,283
–
–
0.07%
130
2020
Q1
$204K
Hold
3,283
–
–
0.08%
127
2019
Q4
$245K
Hold
3,283
–
–
0.07%
139
2019
Q3
$241K
Hold
3,283
–
–
0.07%
137
2019
Q2
$238K
Buy
3,283
+3
+0.1%
+$216
0.07%
137
2019
Q1
$236K
Hold
3,280
–
–
0.08%
134
2018
Q4
$219K
Buy
3,280
+2
+0.1%
+$137
0.08%
133
2018
Q3
$239K
Hold
3,278
–
–
0.08%
139
2018
Q2
$233K
Buy
3,278
+3
+0.1%
+$221
0.08%
140
2018
Q1
$241K
Hold
3,275
–
–
0.09%
131
2017
Q4
$239K
Hold
3,275
–
–
0.09%
134
2017
Q3
$233K
Hold
3,275
–
–
0.09%
127
2017
Q2
$227K
Buy
3,275
+3
+0.1%
+$207
0.08%
132
2017
Q1
$216K
Hold
3,272
–
–
0.08%
132
2016
Q4
$200K
Buy
3,272
+3
+0.1%
+$190
0.08%
135
2016
Q3
$221K
Hold
3,269
–
–
0.11%
113
2016
Q2
$217K
Buy
3,269
+137
+4%
+$9.16K
0.09%
127
2016
Q1
$208K
Buy
+3,132
New
+$199K
0.08%
124
Other funds holding EFAV
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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