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WR Wealth Planners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

WR Wealth Planners’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 		$2.05K Buy
+29
New +$2.13K ﹤0.01% 854
2024
Q2 		– Sell
-38
Closed -$2.69K – 1166
2024
Q1 		$2.69K Buy
+38
New +$2.64K ﹤0.01% 825

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
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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

WR Wealth Planners's EFAV Position: Q4 2024 in Review

WR Wealth Planners opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024: 29 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in EFAV as recently as Q1 2024.

WR Wealth Planners first reported a position in EFAV in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.69K in Q1 2024. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • WR Wealth Planners held 29 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.05K as of Q4 2024.
  • iShares MSCI EAFE Min Vol Factor ETF was a new WR Wealth Planners position in Q4 2024.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #854 holding.
  • WR Wealth Planners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.69K in Q1 2024.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.