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V Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

V Wealth 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
2023
Q2 		– Sell
-2,968
Closed -$201K – 390
2023
Q1 		$201K Buy
+2,968
New +$195K 0.04% 365
2022
Q4 		– Sell
-3,652
Closed -$208K – 373
2022
Q3 		$208K Sell
3,652
-106
-3% -$6.65K 0.04% 345
2022
Q2 		$238K Buy
3,758
+7
+0.2% +$470 0.04% 353
2022
Q1 		$271K Hold
3,751
– – 0.04% 364
2021
Q4 		$288K Sell
3,751
-186
-5% -$14.2K 0.04% 359
2021
Q3 		$297K Buy
3,937
+36
+0.9% +$2.8K 0.05% 358
2021
Q2 		$293K Buy
+3,901
New +$294K 0.05% 371
2020
Q2 		– Sell
-3,655
Closed -$227K – 355
2020
Q1 		$227K Sell
3,655
-75
-2% -$5.27K 0.07% 272
2019
Q4 		$273K Hold
3,730
– – 0.1% 219
2019
Q3 		$273K Sell
3,730
-101
-3% -$7.31K 0.1% 218
2019
Q2 		$277K Sell
3,831
-86
-2% -$6.18K 0.11% 202
2019
Q1 		$278K Hold
3,917
– – 0.11% 189
2018
Q4 		$267K Buy
3,917
+188
+5% +$12.9K 0.14% 171
2018
Q3 		$270K Buy
3,729
+98
+3% +$7.07K 0.12% 182
2018
Q2 		$262K Hold
3,631
– – 0.15% 161
2018
Q1 		$263K Sell
3,631
-216
-6% -$15.9K 0.14% 164
2017
Q4 		$287K Buy
+3,847
New +$277K 0.14% 151
2017
Q3 		– Sell
-2,796
Closed -$194K – 341
2017
Q2 		$194K Buy
+2,796
New +$193K 0.09% 175
2017
Q1 		– Sell
-5,214
Closed -$317K – 187
2016
Q4 		$317K Sell
5,214
-1,091
-17% -$69K 0.23% 122
2016
Q3 		$429K Buy
6,305
+1,070
+20% +$72K 0.35% 87
2016
Q2 		$349K Buy
5,235
+1,485
+40% +$99.3K 0.29% 101
2016
Q1 		$250K Buy
+3,750
New +$239K 0.2% 118

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

V Wealth Advisors's EFAV Position: Q2 2023 in Review

V Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2023, closing a stake of 2,968 shares — an estimated $201K sold.

V Wealth Advisors first reported a position in EFAV in Q1 2016 and held it in 22 quarters. The position peaked at $429K in Q3 2016. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

  • V Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,968 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $201K.
  • V Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 22 quarters.
  • V Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $429K in Q3 2016.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.