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

Team 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
Q4 		– Sell
-373
Closed -$24.3K – 228
2023
Q3 		$24.3K Buy
+373
New +$25.1K 0.02% 88

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Team Financial Group's EFAV Position: Q4 2023 in Review

Team Financial Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023, closing a stake of 373 shares — an estimated $24.3K sold.

Team Financial Group first reported a position in EFAV in Q3 2023 and held it in 1 quarter. The position peaked at $24.3K in Q3 2023. 486 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

  • Team Financial Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Team Financial Group sold 373 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2023, an estimated $24.3K.
  • Team Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and held it in 1 quarter.
  • Team Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $24.3K in Q3 2023.
  • 486 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on Team Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.