Steward Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Steward Financial Group’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
2023 Q3	$851K	Buy	+13,063	New	+$877K	0.27%	28

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Steward Financial Group's EFAV Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2023: 13,063 shares worth $851K. The stake represents 0.27% of the portfolio and ranks #28 among its holdings.

470 funds tracked by Wall St. Rank hold EFAV as of Q3 2023.

Steward Financial Group held 13,063 shares of iShares MSCI EAFE Min Vol Factor ETF worth $851K as of Q3 2023.
iShares MSCI EAFE Min Vol Factor ETF was a new Steward Financial Group position in Q3 2023.
iShares MSCI EAFE Min Vol Factor ETF made up 0.27% of Steward Financial Group's portfolio in Q3 2023, its #28 holding.
470 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.