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Sharkey, Howes & Javer’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-8,313
Closed -$549K – 68
2020
Q2 		$549K Sell
8,313
-1,277
-13% -$82.9K 0.24% 49
2020
Q1 		$595K Sell
9,590
-131,200
-93% -$9.22M 0.31% 39
2019
Q4 		$10.5M Sell
140,790
-3,109
-2% -$232K 4.44% 6
2019
Q3 		$10.5M Sell
143,899
-25,274
-15% -$1.83M 4.55% 4
2019
Q2 		$12.3M Buy
169,173
+41,025
+32% +$2.95M 5.58% 6
2019
Q1 		$9.23M Buy
+128,148
New +$8.98M 4.3% 6

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sharkey, Howes & Javer's EFAV Position: Q3 2020 in Review

Sharkey, Howes & Javer sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2020, closing a stake of 8,313 shares — an estimated $549K sold.

Sharkey, Howes & Javer first reported a position in EFAV in Q1 2019 and held it in 6 quarters. The position peaked at $12.3M in Q2 2019. 518 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

  • Sharkey, Howes & Javer reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 8,313 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $549K.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and held it in 6 quarters.
  • Sharkey, Howes & Javer's iShares MSCI EAFE Min Vol Factor ETF position peaked at $12.3M in Q2 2019.
  • 518 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2020, filed 21 Oct 2020.