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1834 Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

1834 Investment Advisors’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
2018
Q2 		– Sell
-283
Closed -$21K – 425
2018
Q1 		$21K Buy
+283
New +$20.9K ﹤0.01% 346

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

1834 Investment Advisors's EFAV Position: Q2 2018 in Review

1834 Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2018, closing a stake of 283 shares — an estimated $21K sold.

1834 Investment Advisors first reported a position in EFAV in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2018.

  • 1834 Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 283 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2018, an estimated $21K.
  • 1834 Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and held it in 1 quarter.
  • 1834 Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $21K in Q1 2018.
  • 341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.