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

Triad 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
2024
Q3 		– Sell
-231
Closed -$16K – 293
2024
Q2 		$16K Buy
+231
New +$16.2K 0.01% 388

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Triad Wealth Partners's EFAV Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 231 shares — an estimated $16K sold.

Triad Wealth Partners first reported a position in EFAV in Q2 2024 and held it in 1 quarter. The position peaked at $16K in Q2 2024. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 231 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $16K.
  • Triad Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $16K in Q2 2024.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.