Western Pacific Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Western Pacific Wealth 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
2024 Q4	–	Sell	-550	Closed	-$42.2K	–	229
2024 Q3	$42.2K	Buy	+550	New	+$40.6K	0.03%	174
2024 Q2	–	Sell	-52	Closed	-$3.69K	–	242
2024 Q1	$3.69K	Buy	+52	New	+$3.62K	﹤0.01%	223
2023 Q3	–	Sell	-475	Closed	-$32.1K	–	280
2023 Q2	$32.1K	Hold	475	–	–	0.02%	166
2023 Q1	$32.1K	Hold	475	–	–	0.02%	168
2022 Q4	$30.2K	Hold	475	–	–	0.03%	160
2022 Q3	$27K	Hold	475	–	–	0.03%	149
2022 Q2	$30K	Hold	475	–	–	0.03%	103
2022 Q1	$34K	Hold	475	–	–	0.02%	115
2021 Q4	$36K	Buy	+475	New	+$36.2K	0.02%	130

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WBG

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

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

Western Pacific Wealth Management's EFAV Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 550 shares — an estimated $42.2K sold.

Western Pacific Wealth Management first reported a position in EFAV in Q4 2021 and held it in 9 quarters. The position peaked at $42.2K in Q3 2024. 473 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

Western Pacific Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 550 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $42.2K.
Western Pacific Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 9 quarters.
Western Pacific Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $42.2K in Q3 2024.
473 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.