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WealthBridge Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

WealthBridge Capital 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
2019
Q3 		– Sell
-4,104
Closed -$274K – 124
2019
Q2 		$274K Buy
4,104
+1,155
+39% +$83K 0.25% 82
2019
Q1 		$209K Sell
2,949
-1,155
-28% -$80.9K 0.13% 105
2018
Q4 		$274K Buy
+4,104
New +$282K 0.21% 82

Other funds holding EFAV

Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthBridge Capital Management's EFAV Position: Q3 2019 in Review

WealthBridge Capital Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2019, closing a stake of 4,104 shares — an estimated $274K sold.

WealthBridge Capital Management first reported a position in EFAV in Q4 2018 and held it in 3 quarters. The position peaked at $274K in Q2 2019. 450 funds tracked by Wall St. Rank hold EFAV as of Q3 2019.

  • WealthBridge Capital Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 4,104 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2019, an estimated $274K.
  • WealthBridge Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 3 quarters.
  • WealthBridge Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $274K in Q2 2019.
  • 450 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2019.

Based on WealthBridge Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.