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

WT 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
2020
Q4 		– Sell
-6,038
Closed -$411K – 112
2020
Q3 		$411K Sell
6,038
-3,322
-35% -$226K 0.27% 77
2020
Q2 		$618K Buy
9,360
+1,093
+13% +$70.9K 0.5% 50
2020
Q1 		$512K Sell
8,267
-31,416
-79% -$2.21M 0.54% 41
2019
Q4 		$2.96M Buy
39,683
+781
+2% +$58.2K 2.25% 8
2019
Q3 		$2.85M Buy
+38,902
New +$2.82M 2.48% 7

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WT Wealth Management's EFAV Position: Q4 2020 in Review

WT Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2020, closing a stake of 6,038 shares — an estimated $411K sold.

WT Wealth Management first reported a position in EFAV in Q3 2019 and held it in 5 quarters. The position peaked at $2.96M in Q4 2019. 587 funds tracked by Wall St. Rank hold EFAV as of Q4 2020.

  • WT Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2020 after selling out during the quarter.
  • WT Wealth Management sold 6,038 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2020, an estimated $411K.
  • WT Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 5 quarters.
  • WT Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.96M in Q4 2019.
  • 587 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2020.

Based on WT Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.