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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

WealthPLAN Partners's EFAV Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2023, closing a stake of 162 shares — an estimated $10.9K sold.

WealthPLAN Partners first reported a position in EFAV in Q4 2015 and held it in 8 quarters. The position peaked at $2.52M in Q2 2016. 468 funds tracked by Wall St. Rank hold EFAV as of Q3 2023.

WealthPLAN Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 162 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2023, an estimated $10.9K.
WealthPLAN Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 8 quarters.
WealthPLAN Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.52M in Q2 2016.
468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.