WFA
EFAV icon

Wade Financial Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wade Financial Advisory’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
2021
Q1 		– Sell
-4,127
Closed -$303K – 69
2020
Q4 		$303K Sell
4,127
-47,640
-92% -$3.36M 0.2% 56
2020
Q3 		$3.53M Buy
51,767
+1,441
+3% +$98.1K 2.78% 9
2020
Q2 		$3.33M Buy
50,326
+1,768
+4% +$115K 2.87% 9
2020
Q1 		$3.01M Sell
48,558
-38,400
-44% -$2.7M 3.01% 12
2019
Q4 		$6.48M Buy
+86,958
New +$6.48M 5.73% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wade Financial Advisory's EFAV Position: Q1 2021 in Review

Wade Financial Advisory sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2021, closing a stake of 4,127 shares — an estimated $303K sold.

Wade Financial Advisory first reported a position in EFAV in Q4 2019 and held it in 5 quarters. The position peaked at $6.48M in Q4 2019. 563 funds tracked by Wall St. Rank hold EFAV as of Q1 2021.

  • Wade Financial Advisory reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Wade Financial Advisory sold 4,127 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2021, an estimated $303K.
  • Wade Financial Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
  • Wade Financial Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.48M in Q4 2019.
  • 563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2021.

Based on Wade Financial Advisory's 13F filing for Q1 2021, filed 14 Apr 2021.