WFAG
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Wescott Financial Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wescott Financial Advisory Group’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
2024
Q1 		– Sell
-7,824
Closed -$543K – 165
2023
Q4 		$543K Sell
7,824
-1,134
-13% -$75.2K 0.08% 99
2023
Q3 		$584K Buy
8,958
+636
+8% +$42.7K 0.11% 87
2023
Q2 		$562K Buy
8,322
+207
+3% +$14.3K 0.1% 93
2023
Q1 		$549K Sell
8,115
-415
-5% -$27.3K 0.12% 86
2022
Q4 		$542K Buy
8,530
+1,911
+29% +$117K 0.12% 87
2022
Q3 		$377K Buy
6,619
+699
+12% +$43.8K 0.11% 98
2022
Q2 		$375K Sell
5,920
-40
-0.7% -$2.69K 0.1% 95
2022
Q1 		$430K Buy
5,960
+953
+19% +$69.2K 0.11% 88
2021
Q4 		$384K Buy
5,007
+154
+3% +$11.7K 0.2% 48
2021
Q3 		$366K Hold
4,853
– – 0.21% 46
2021
Q2 		$375K Buy
4,853
+137
+3% +$10.3K 0.22% 45
2021
Q1 		$344K Buy
4,716
+145
+3% +$10.6K 0.22% 44
2020
Q4 		$336K Buy
+4,571
New +$322K 0.24% 41

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Wescott Financial Advisory Group's EFAV Position: Q1 2024 in Review

Wescott Financial Advisory Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2024, closing a stake of 7,824 shares — an estimated $543K sold.

Wescott Financial Advisory Group first reported a position in EFAV in Q4 2020 and held it in 13 quarters. The position peaked at $584K in Q3 2023. 468 funds tracked by Wall St. Rank hold EFAV as of Q1 2024.

  • Wescott Financial Advisory Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 7,824 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2024, an estimated $543K.
  • Wescott Financial Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 13 quarters.
  • Wescott Financial Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $584K in Q3 2023.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.