ShoreHaven Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

ShoreHaven Wealth Partners’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 Q3	–	Sell	-12,835	Closed	-$969K	–	51
2021 Q2	$969K	Sell	12,835 -86,508	-87%	-$6.52M	0.52%	29
2021 Q1	$7.25M	Buy	99,343 +931	+0.9%	+$68.3K	3.93%	8
2020 Q4	$7.22M	Buy	+98,412	New	+$6.93M	4.04%	8

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's EFAV Position: Q3 2021 in Review

ShoreHaven Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2021, closing a stake of 12,835 shares — an estimated $969K sold.

ShoreHaven Wealth Partners first reported a position in EFAV in Q4 2020 and held it in 3 quarters. The position peaked at $7.25M in Q1 2021. 534 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

ShoreHaven Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 12,835 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $969K.
ShoreHaven Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 3 quarters.
ShoreHaven Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.25M in Q1 2021.
534 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2021, filed 28 Oct 2021.