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Planning Solutions Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Planning Solutions Group’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
2019
Q2 		$5.79M Sell
79,696
-1,391
-2% -$100K 2.98% 8
2019
Q1 		$5.84M Sell
81,087
-50
-0.1% -$3.5K 3.13% 8
2018
Q4 		$5.41M Buy
+81,137
New +$5.58M 3.29% 7

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Planning Solutions Group's EFAV Position: Q2 2019 in Review

Planning Solutions Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.7% in Q2 2019, selling an estimated $100K and leaving 79,696 shares worth $5.79M. The position accounts for 2.98% of the portfolio, ranked #8.

Planning Solutions Group first reported a position in EFAV in Q4 2018 and has held it in 3 quarters since. The position peaked at $5.84M in Q1 2019. 435 funds tracked by Wall St. Rank hold EFAV as of Q2 2019.

  • Planning Solutions Group held 79,696 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.79M as of Q2 2019.
  • Planning Solutions Group sold 1,391 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2019, an estimated $100K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 2.98% of Planning Solutions Group's portfolio in Q2 2019, its #8 holding.
  • Planning Solutions Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.84M in Q1 2019.
  • 435 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.