Wealth Management Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealth Management Associates’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	-3,361	Closed	-$251K	–	127
2019 Q4	$251K	Buy	3,361 +143	+4%	+$10.7K	0.18%	126
2019 Q3	$236K	Sell	3,218 -115	-3%	-$8.32K	0.19%	126
2019 Q2	$242K	Buy	3,333 +152	+5%	+$10.9K	0.24%	81
2019 Q1	$229K	Hold	3,181	–	–	0.25%	84
2018 Q4	$212K	Buy	+3,181	New	+$219K	0.29%	77

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Management Associates's EFAV Position: Q1 2020 in Review

Wealth Management Associates sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 3,361 shares — an estimated $251K sold.

Wealth Management Associates first reported a position in EFAV in Q4 2018 and held it in 5 quarters. The position peaked at $251K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

Wealth Management Associates reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Wealth Management Associates sold 3,361 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $251K.
Wealth Management Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
Wealth Management Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $251K in Q4 2019.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Wealth Management Associates's 13F filing for Q1 2020, filed 28 May 2025.