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Southland Equity Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Southland Equity 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
Q2 		– Sell
-4,115
Closed -$300K – 161
2021
Q1 		$300K Sell
4,115
-1,274
-24% -$93.5K 0.17% 106
2020
Q4 		$396K Buy
+5,389
New +$380K 0.27% 73

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Southland Equity Partners's EFAV Position: Q2 2021 in Review

Southland Equity Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 4,115 shares — an estimated $300K sold.

Southland Equity Partners first reported a position in EFAV in Q4 2020 and held it in 2 quarters. The position peaked at $396K in Q4 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • Southland Equity Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Southland Equity Partners sold 4,115 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $300K.
  • Southland Equity Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
  • Southland Equity Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $396K in Q4 2020.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Southland Equity Partners's 13F filing for Q2 2021, filed 2 Jan 2024.