Resource Planning Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Resource Planning 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
2023 Q4	$1.1M	Buy	+15,883	New	+$1.05M	0.7%	32

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Resource Planning Group's EFAV Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023: 15,883 shares worth $1.1M. The stake represents 0.7% of the portfolio and ranks #32 among its holdings.

486 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

Resource Planning Group held 15,883 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.1M as of Q4 2023.
iShares MSCI EAFE Min Vol Factor ETF was a new Resource Planning Group position in Q4 2023.
iShares MSCI EAFE Min Vol Factor ETF made up 0.7% of Resource Planning Group's portfolio in Q4 2023, its #32 holding.
486 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.