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

Plante Moran 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
2023
Q4 		– Sell
-25
Closed -$1.63K – 844
2023
Q3 		$1.63K Buy
+25
New +$1.68K ﹤0.01% 669
2021
Q3 		– Sell
-392
Closed -$30K – 946
2021
Q2 		$30K Hold
392
– – 0.01% 474
2021
Q1 		$29K Hold
392
– – 0.01% 467
2020
Q4 		$29K Hold
392
– – 0.01% 446
2020
Q3 		$27K Hold
392
– – 0.01% 430
2020
Q2 		$26K Buy
+392
New +$25.4K 0.01% 385
2017
Q1 		– Sell
-2,900
Closed -$178K – 910
2016
Q4 		$178K Sell
2,900
-1,475
-34% -$93.2K 0.11% 134
2016
Q3 		$296K Hold
4,375
– – 0.2% 93
2016
Q2 		$290K Buy
4,375
+1,475
+51% +$98.6K 0.21% 87
2016
Q1 		$193K Buy
+2,900
New +$185K 0.15% 113

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return