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Wakefield Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wakefield Asset Management’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
-8,442
Closed -$629K – 170
2019
Q4 		$629K Buy
+8,442
New +$629K 0.26% 93

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Northwestern Mutual Wealth Management
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Victory Capital Management
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UBS Group
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Envestnet Asset Management
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RJFSA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wakefield Asset Management's EFAV Position: Q1 2020 in Review

Wakefield Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 8,442 shares — an estimated $629K sold.

Wakefield Asset Management first reported a position in EFAV in Q4 2019 and held it in 1 quarter. The position peaked at $629K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • Wakefield Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Wakefield Asset Management sold 8,442 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $629K.
  • Wakefield Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Wakefield Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $629K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Wakefield Asset Management's 13F filing for Q1 2020, filed 12 May 2020.