Realta Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Realta Investment 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
2024 Q4	–	Sell	-63	Closed	-$4.78K	–	355
2024 Q3	$4.78K	Sell	63 -333	-84%	-$24.6K	﹤0.01%	321
2024 Q2	$27.5K	Hold	396	–	–	0.01%	586
2024 Q1	$28.1K	Buy	+396	New	+$27.5K	0.01%	607
2023 Q4	–	Sell	-606	Closed	-$40.9K	–	504
2023 Q3	$40.9K	Hold	606	–	–	0.01%	547
2023 Q2	$40.9K	Buy	+606	New	+$41.8K	0.01%	580
2023 Q1	–	Sell	-602	Closed	-$38.3K	–	505
2022 Q4	$38.3K	Sell	602 -138	-19%	-$8.43K	0.01%	574
2022 Q3	$42K	Buy	+740	New	+$46.4K	0.01%	544
2020 Q1	–	Sell	-434	Closed	-$33K	–	588
2019 Q4	$33K	Hold	434	–	–	0.01%	774
2019 Q3	$32K	Hold	434	–	–	0.01%	784
2019 Q2	$32K	Hold	434	–	–	0.01%	780
2019 Q1	$32K	Buy	+434	New	+$30.4K	0.01%	655

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Realta Investment Advisors's EFAV Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 63 shares — an estimated $4.78K sold.

Realta Investment Advisors first reported a position in EFAV in Q1 2019 and held it in 11 quarters. The position peaked at $42K in Q3 2022. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

Realta Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 63 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $4.78K.
Realta Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and held it in 11 quarters.
Realta Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $42K in Q3 2022.
472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.