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

WealthShield 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
2021
Q3 		– Sell
-11,812
Closed -$892K – 364
2021
Q2 		$892K Buy
11,812
+240
+2% +$18.1K 0.14% 110
2021
Q1 		$845K Sell
11,572
-2,967
-20% -$218K 0.15% 110
2020
Q4 		$1.07M Buy
+14,539
New +$1.02M 0.2% 96
2020
Q2 		– Sell
-1,029
Closed -$64K – 326
2020
Q1 		$64K Sell
1,029
-583
-36% -$41K 0.04% 184
2019
Q4 		$120K Hold
1,612
– – 0.06% 188
2019
Q3 		$118K Sell
1,612
-272
-14% -$19.7K 0.06% 178
2019
Q2 		$137K Sell
1,884
-122
-6% -$8.77K 0.08% 158
2019
Q1 		$144K Sell
2,006
-84
-4% -$5.88K 0.08% 158
2018
Q4 		$139K Buy
2,090
+123
+6% +$8.45K 0.09% 136
2018
Q3 		$143K Sell
1,967
-587
-23% -$42.3K 0.08% 137
2018
Q2 		$182K Sell
2,554
-404
-14% -$29.7K 0.11% 120
2018
Q1 		$218K Sell
2,958
-275
-9% -$20.3K 0.14% 113
2017
Q4 		$237K Buy
+3,233
New +$233K 0.14% 115

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthShield Partners's EFAV Position: Q3 2021 in Review

WealthShield Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2021, closing a stake of 11,812 shares — an estimated $892K sold.

WealthShield Partners first reported a position in EFAV in Q4 2017 and held it in 13 quarters. The position peaked at $1.07M in Q4 2020. 534 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

  • WealthShield Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 11,812 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $892K.
  • WealthShield Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 13 quarters.
  • WealthShield Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.07M in Q4 2020.
  • 534 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.