WP
EFAV icon

WealthPLAN Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-162
Closed -$10.9K – 526
2023
Q2 		$10.9K Buy
+162
New +$11.2K ﹤0.01% 781
2018
Q1 		– Sell
-2,794
Closed -$204K – 268
2017
Q4 		$204K Sell
2,794
-5,967
-68% -$430K 0.05% 205
2017
Q3 		$623K Buy
8,761
+3,018
+53% +$213K 0.17% 99
2017
Q2 		$398K Buy
5,743
+3,381
+143% +$233K 0.11% 117
2017
Q1 		$156K Buy
+2,362
New +$151K 0.54% 39
2016
Q3 		$2.5M Sell
37,173
-2,090
-5% -$141K 0.81% 25
2016
Q2 		$2.52M Buy
+39,263
New +$2.63M 0.32% 57
2015
Q4 		$13.2K Buy
+204
New +$13.3K ﹤0.01% 1060

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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 $2.53B AUM 25.83% 1-Year Est. Return