WWM
EFAV icon

Wolff Wiese Magana’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wolff Wiese Magana’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
Q4 		– Sell
-269
Closed -$17.5K – 763
2023
Q3 		$17.5K Hold
269
– – 0.01% 279
2023
Q2 		$18.2K Sell
269
-270
-50% -$18.6K 0.01% 283
2023
Q1 		$36.5K Hold
539
– – 0.03% 211
2022
Q4 		$34.3K Hold
539
– – 0.03% 215
2022
Q3 		$31K Hold
539
– – 0.02% 316
2022
Q2 		$34K Hold
539
– – 0.02% 311
2022
Q1 		$39K Hold
539
– – 0.03% 310
2021
Q4 		$41K Hold
539
– – 0.03% 309
2021
Q3 		$41K Sell
539
-80
-13% -$6.21K 0.03% 310
2021
Q2 		$47K Hold
619
– – 0.03% 285
2021
Q1 		$45K Hold
619
– – 0.04% 292
2020
Q4 		$45K Buy
+619
New +$43.6K 0.04% 276

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return