SCA
EFAV icon

St. Clair Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

St. Clair Advisors’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
-3,125
Closed -$228K – 42
2021
Q1 		$228K Sell
3,125
-4,550
-59% -$334K 0.18% 39
2020
Q4 		$563K Buy
+7,675
New +$541K 0.53% 22

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

St. Clair Advisors's EFAV Position: Q2 2021 in Review

St. Clair Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 3,125 shares — an estimated $228K sold.

St. Clair Advisors first reported a position in EFAV in Q4 2020 and held it in 2 quarters. The position peaked at $563K in Q4 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

  • St. Clair Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
  • St. Clair Advisors sold 3,125 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $228K.
  • St. Clair Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
  • St. Clair Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $563K in Q4 2020.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on St. Clair Advisors's 13F filing for Q2 2021, filed 10 Apr 2025.