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

WCG 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
2022
Q4 		– Sell
-8,100
Closed -$462K – 187
2022
Q3 		$462K Buy
+8,100
New +$508K 0.06% 190

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $2.78B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WCG Wealth Advisors's EFAV Position: Q4 2022 in Review

WCG Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 8,100 shares — an estimated $462K sold.

WCG Wealth Advisors first reported a position in EFAV in Q3 2022 and held it in 1 quarter. The position peaked at $462K in Q3 2022. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

  • WCG Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 8,100 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $462K.
  • WCG Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $462K in Q3 2022.
  • 481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.