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S.A. Mason’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

S.A. Mason’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
-150
Closed -$9K – 315
2020
Q1 		$9K Hold
150
– – 0.01% 317
2019
Q4 		$11K Buy
+150
New +$11.2K 0.01% 336

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 $374B AUM 17.66% 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

S.A. Mason's EFAV Position: Q2 2020 in Review

S.A. Mason sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 150 shares — an estimated $9K sold.

S.A. Mason first reported a position in EFAV in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • S.A. Mason reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • S.A. Mason sold 150 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $9K.
  • S.A. Mason first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • S.A. Mason's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11K in Q4 2019.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.