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Wealth Advisory Solutions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealth Advisory Solutions’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
Q4 		– Sell
-45,620
Closed -$3.11M – 173
2020
Q3 		$3.11M Buy
45,620
+1,133
+3% +$77.1K 0.82% 39
2020
Q2 		$2.94M Buy
44,487
+10,446
+31% +$678K 0.82% 42
2020
Q1 		$2.11M Sell
34,041
-8,234
-19% -$579K 0.72% 48
2019
Q4 		$3.15M Buy
+42,275
New +$3.15M 0.83% 35

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Advisory Solutions's EFAV Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2020, closing a stake of 45,620 shares — an estimated $3.11M sold.

Wealth Advisory Solutions first reported a position in EFAV in Q4 2019 and held it in 4 quarters. The position peaked at $3.15M in Q4 2019. 587 funds tracked by Wall St. Rank hold EFAV as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 45,620 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2020, an estimated $3.11M.
  • Wealth Advisory Solutions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
  • Wealth Advisory Solutions's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.15M in Q4 2019.
  • 587 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.