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Regal Wealth Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Regal Wealth Group’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
2021
Q2 		– Sell
-1,381
Closed -$101K – 110
2021
Q1 		$101K Hold
1,381
– – 0.06% 63
2020
Q4 		$101K Hold
1,381
– – 0.06% 63
2020
Q3 		$94K Buy
1,381
+1
+0.1% +$68 0.07% 61
2020
Q2 		$91K Buy
1,380
+15
+1% +$974 0.08% 59
2020
Q1 		$85K Sell
1,365
-54
-4% -$3.79K 0.08% 55
2019
Q4 		$106K Sell
1,419
-247
-15% -$18.4K 0.07% 60
2019
Q3 		$122K Sell
1,666
-464
-22% -$33.6K 0.08% 52
2019
Q2 		$155K Buy
2,130
+35
+2% +$2.52K 0.11% 46
2019
Q1 		$151K Hold
2,095
– – 0.11% 46
2018
Q4 		$140K Buy
2,095
+22
+1% +$1.51K 0.13% 46
2018
Q3 		$151K Sell
2,073
-1
-0% -$72 0.1% 48
2018
Q2 		$148K Sell
2,074
-1,130
-35% -$83.1K 0.16% 46
2018
Q1 		$236K Sell
3,204
-236
-7% -$17.4K 0.18% 39
2017
Q4 		$251K Sell
3,440
-613
-15% -$44.2K 0.18% 39
2017
Q3 		$288K Buy
4,053
+427
+12% +$30.1K 0.21% 33
2017
Q2 		$251K Sell
3,626
-39,972
-92% -$2.76M 0.2% 35
2017
Q1 		$2.88M Buy
43,598
+906
+2% +$58K 2.2% 15
2016
Q4 		$2.61M Buy
42,692
+37,653
+747% +$2.38M 2.12% 16
2016
Q3 		$341K Sell
5,039
-112
-2% -$7.54K 0.31% 28
2016
Q2 		$342K Sell
5,151
-104
-2% -$6.95K 0.32% 27
2016
Q1 		$349K Hold
5,255
– – 0.34% 27
2015
Q4 		$341K Buy
+5,255
New +$342K 0.34% 26

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Regal Wealth Group's EFAV Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 1,381 shares — an estimated $101K sold.

Regal Wealth Group first reported a position in EFAV in Q4 2015 and held it in 22 quarters. The position peaked at $2.88M in Q1 2017. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 1,381 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $101K.
  • Regal Wealth Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.88M in Q1 2017.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.