PWLP
EFAV icon

Prio Wealth Limited Partnership’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Prio Wealth Limited Partnership’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
-5,200
Closed -$323K – 254
2020
Q1 		$323K Sell
5,200
-550
-10% -$38.6K 0.02% 187
2019
Q4 		$429K Sell
5,750
-250
-4% -$18.6K 0.02% 188
2019
Q3 		$440K Hold
6,000
– – 0.02% 186
2019
Q2 		$435K Hold
6,000
– – 0.02% 183
2019
Q1 		$432K Buy
+6,000
New +$420K 0.02% 182

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

Prio Wealth Limited Partnership's EFAV Position: Q2 2020 in Review

Prio Wealth Limited Partnership sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 5,200 shares — an estimated $323K sold.

Prio Wealth Limited Partnership first reported a position in EFAV in Q1 2019 and held it in 5 quarters. The position peaked at $440K in Q3 2019. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • Prio Wealth Limited Partnership reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 5,200 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $323K.
  • Prio Wealth Limited Partnership first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and held it in 5 quarters.
  • Prio Wealth Limited Partnership's iShares MSCI EAFE Min Vol Factor ETF position peaked at $440K in Q3 2019.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Prio Wealth Limited Partnership's 13F filing for Q2 2020, filed 11 Aug 2020.