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Winthrop Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Winthrop Capital 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
Q3 		– Sell
-21
Closed -$1K – 162
2024
Q2 		$1K Hold
21
– – ﹤0.01% 141
2024
Q1 		$1K Buy
+21
New +$1.46K ﹤0.01% 145

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Winthrop Capital Management's EFAV Position: Q3 2024 in Review

Winthrop Capital Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024, closing a stake of 21 shares — an estimated $1K sold.

Winthrop Capital Management first reported a position in EFAV in Q1 2024 and held it in 2 quarters. The position peaked at $1K in Q2 2024. 474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

  • Winthrop Capital Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Winthrop Capital Management sold 21 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2024, an estimated $1K.
  • Winthrop Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and held it in 2 quarters.
  • Winthrop Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1K in Q2 2024.
  • 474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Winthrop Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.