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Retirement Capital Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Retirement Capital Strategies’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
2020
Q2 		– Sell
-123,806
Closed -$7.68M – 51
2020
Q1 		$7.68M Buy
+123,806
New +$8.7M 4.2% 7

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Retirement Capital Strategies's EFAV Position: Q2 2020 in Review

Retirement Capital Strategies sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 123,806 shares — an estimated $7.68M sold.

Retirement Capital Strategies first reported a position in EFAV in Q1 2020 and held it in 1 quarter. The position peaked at $7.68M in Q1 2020. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • Retirement Capital Strategies reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Retirement Capital Strategies sold 123,806 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $7.68M.
  • Retirement Capital Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.68M in Q1 2020.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Retirement Capital Strategies's 13F filing for Q2 2020, filed 11 Aug 2020.