AIM
EFAV icon

Advantage Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Advantage Investment 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
2019
Q3 		$127K Buy
+1,733
New +$125K 0.1% 199
2019
Q1 		– Sell
-46
Closed -$3K – 942
2018
Q4 		$3K Buy
+46
New +$3.16K ﹤0.01% 843
2018
Q3 		– Sell
-73
Closed -$5K – 1023
2018
Q2 		$5K Hold
73
– – ﹤0.01% 763
2018
Q1 		$5K Hold
73
– – ﹤0.01% 800
2017
Q4 		$5K Hold
73
– – ﹤0.01% 815
2017
Q3 		$5K Sell
73
-56
-43% -$3.94K ﹤0.01% 811
2017
Q2 		$9K Buy
129
+56
+77% +$3.86K ﹤0.01% 721
2017
Q1 		$5K Hold
73
– – ﹤0.01% 807
2016
Q4 		$4K Hold
73
– – ﹤0.01% 773
2016
Q3 		$5K Sell
73
-5
-6% -$336 ﹤0.01% 728
2016
Q2 		$5K Buy
+78
New +$5.21K ﹤0.01% 696

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return