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Pin Oak Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Pin Oak Investment 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
Q2 		– Sell
-221
Closed -$14K – 387
2020
Q1 		$14K Buy
+221
New +$15.5K 0.01% 254
2018
Q1 		– Sell
-238
Closed -$17K – 429
2017
Q4 		$17K Buy
+238
New +$17.1K 0.01% 291

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 $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pin Oak Investment Advisors's EFAV Position: Q2 2020 in Review

Pin Oak Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 221 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in EFAV in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q4 2017. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • Pin Oak Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 221 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $14K.
  • Pin Oak Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 2 quarters.
  • Pin Oak Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $17K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.