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	–	833
2023 Q3	$1.63K	Buy	+25	New	+$1.68K	﹤0.01%	669
2021 Q3	–	Sell	-392	Closed	-$30K	–	945
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Plante Moran Financial Advisors's EFAV Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023, closing a stake of 25 shares — an estimated $1.63K sold.

Plante Moran Financial Advisors first reported a position in EFAV in Q1 2016 and held it in 10 quarters. The position peaked at $296K in Q3 2016. 485 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

Plante Moran Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 25 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2023, an estimated $1.63K.
Plante Moran Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 10 quarters.
Plante Moran Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $296K in Q3 2016.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.