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

VERITY 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
2020
Q1 		– Sell
-7,194
Closed -$536K – 45
2019
Q4 		$536K Sell
7,194
-6
-0.1% -$447 0.52% 31
2019
Q3 		$528K Hold
7,200
– – 0.52% 33
2019
Q2 		$523K Sell
7,200
-4,616
-39% -$332K 0.51% 33
2019
Q1 		$851K Sell
11,816
-2,859
-19% -$200K 0.87% 27
2018
Q4 		$978K Buy
+14,675
New +$1.01M 1.13% 25

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VERITY Wealth Advisors's EFAV Position: Q1 2020 in Review

VERITY Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 7,194 shares — an estimated $536K sold.

VERITY Wealth Advisors first reported a position in EFAV in Q4 2018 and held it in 5 quarters. The position peaked at $978K in Q4 2018. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • VERITY Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • VERITY Wealth Advisors sold 7,194 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $536K.
  • VERITY Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
  • VERITY Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $978K in Q4 2018.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on VERITY Wealth Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.