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

Regal 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
2023
Q1 		– Sell
-3,343
Closed -$213K – 524
2022
Q4 		$213K Buy
+3,343
New +$204K 0.02% 441
2022
Q3 		– Sell
-116,271
Closed -$7.36M – 491
2022
Q2 		$7.36M Buy
116,271
+941
+0.8% +$63.2K 0.77% 30
2022
Q1 		$8.32M Buy
115,330
+57,395
+99% +$4.17M 0.76% 30
2021
Q4 		$4.45M Buy
57,935
+23,313
+67% +$1.78M 0.39% 66
2021
Q3 		$2.61M Buy
34,622
+11,117
+47% +$863K 0.25% 98
2021
Q2 		$1.78M Buy
+23,505
New +$1.77M 0.18% 133
2021
Q1 		– Sell
-22,327
Closed -$1.64M – 127
2020
Q4 		$1.64M Buy
+22,327
New +$1.57M 0.19% 129
2020
Q3 		– Sell
-13,751
Closed -$908K – 49
2020
Q2 		$908K Buy
+13,751
New +$892K 0.17% 126
2020
Q1 		– Sell
-3,201
Closed -$239K – 91
2019
Q4 		$239K Sell
3,201
-600
-16% -$44.7K 0.04% 295
2019
Q3 		$279K Buy
+3,801
New +$275K 0.05% 256
2016
Q4 		– Sell
-12,054
Closed -$815K – 253
2016
Q3 		$815K Buy
12,054
+3,832
+47% +$258K 0.23% 115
2016
Q2 		$546K Buy
8,222
+2,596
+46% +$174K 0.15% 151
2016
Q1 		$374K Buy
5,626
+1,643
+41% +$105K 0.1% 172
2015
Q4 		$258K Buy
3,983
+2,908
+271% +$190K 0.07% 217
2015
Q3 		$67K Buy
1,075
+805
+298% +$52.4K 0.02% 395
2015
Q2 		$17K Buy
270
+110
+69% +$7.47K ﹤0.01% 577
2015
Q1 		$11K Buy
160
+64
+67% +$4.14K ﹤0.01% 668
2014
Q4 		$6K Buy
+96
New +$6.01K ﹤0.01% 716

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Regal Investment Advisors's EFAV Position: Q1 2023 in Review

Regal Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 3,343 shares — an estimated $213K sold.

Regal Investment Advisors first reported a position in EFAV in Q4 2014 and held it in 18 quarters. The position peaked at $8.32M in Q1 2022. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

  • Regal Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 3,343 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $213K.
  • Regal Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2014 and held it in 18 quarters.
  • Regal Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.32M in Q1 2022.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.