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Prudential plc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Prudential plc’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
2024
Q3 		– Sell
-7,533
Closed -$522K – 799
2024
Q2 		$522K Sell
7,533
-3,810
-34% -$267K ﹤0.01% 601
2024
Q1 		$804K Buy
11,343
+3,185
+39% +$222K 0.01% 536
2023
Q4 		$566K Buy
8,158
+3,575
+78% +$237K 0.01% 751
2023
Q3 		$299K Hold
4,583
– – ﹤0.01% 833
2023
Q2 		$309K Buy
4,583
+73
+2% +$5.03K ﹤0.01% 842
2023
Q1 		$305K Sell
4,510
-10
-0.2% -$658 ﹤0.01% 816
2022
Q4 		$287K Buy
4,520
+70
+2% +$4.28K ﹤0.01% 839
2022
Q3 		$254K Sell
4,450
-10
-0.2% -$627 ﹤0.01% 752
2022
Q2 		$282K Sell
4,460
-60
-1% -$4.03K 0.01% 718
2022
Q1 		$326K Hold
4,520
– – ﹤0.01% 703
2021
Q4 		$347K Hold
4,520
– – ﹤0.01% 463
2021
Q3 		$341K Sell
4,520
-1,790
-28% -$139K ﹤0.01% 414
2021
Q2 		$477K Sell
6,310
-4,480
-42% -$338K ﹤0.01% 451
2021
Q1 		$788K Buy
10,790
+2,100
+24% +$154K 0.01% 484
2020
Q4 		$638K Sell
8,690
-1,150
-12% -$81K ﹤0.01% 507
2020
Q3 		$670K Buy
9,840
+3,500
+55% +$238K ﹤0.01% 471
2020
Q2 		$419K Sell
6,340
-7,700
-55% -$500K ﹤0.01% 514
2020
Q1 		$871K Buy
14,040
+2,700
+24% +$190K ﹤0.01% 390
2019
Q4 		$845K Sell
11,340
-860
-7% -$64.1K ﹤0.01% 367
2019
Q3 		$894K Buy
12,200
+6,000
+97% +$434K ﹤0.01% 557
2019
Q2 		$450K Sell
6,200
-2,400
-28% -$173K ﹤0.01% 602
2019
Q1 		$619K Buy
8,600
+4,000
+87% +$280K ﹤0.01% 501
2018
Q4 		$307K Buy
+4,600
New +$316K ﹤0.01% 585
2018
Q3 		– Sell
-4,200
Closed -$299K – 725
2018
Q2 		$299K Buy
+4,200
New +$309K ﹤0.01% 639

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential plc's EFAV Position: Q3 2024 in Review

Prudential plc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 7,533 shares — an estimated $522K sold.

Prudential plc first reported a position in EFAV in Q2 2018 and held it in 24 quarters. The position peaked at $894K in Q3 2019. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Prudential plc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Prudential plc sold 7,533 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $522K.
  • Prudential plc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 24 quarters.
  • Prudential plc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $894K in Q3 2019.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Prudential plc's 13F filing for Q3 2024, filed 13 Nov 2024.