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

AIMZ 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
2016 Q2	–	Sell	-10,200	Closed	-$675K	–	94
2016 Q1	$675K	Buy	10,200 +5,100	+100%	+$325K	0.3%	78
2015 Q4	$331K	Hold	5,100	–	–	0.3%	81
2015 Q3	$318K	Hold	5,100	–	–	0.29%	82
2015 Q2	$333K	Hold	5,100	–	–	0.29%	79
2015 Q1	$336K	Hold	5,100	–	–	0.29%	77
2014 Q4	$315K	Buy	+5,100	New	+$319K	0.28%	75

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIMZ Investment Advisors's EFAV Position: Q2 2016 in Review

AIMZ Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2016, closing a stake of 10,200 shares — an estimated $675K sold.

AIMZ Investment Advisors first reported a position in EFAV in Q4 2014 and held it in 6 quarters. The position peaked at $675K in Q1 2016. 231 funds tracked by Wall St. Rank hold EFAV as of Q2 2016.

AIMZ Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2016 after selling out during the quarter.
AIMZ Investment Advisors sold 10,200 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2016, an estimated $675K.
AIMZ Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2014 and held it in 6 quarters.
AIMZ Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $675K in Q1 2016.
231 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2016.

Based on AIMZ Investment Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.