Ameritas Investment Company’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ameritas Investment Company’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
2021 Q3	$544K	Buy	7,224 +3,860	+115%	+$300K	0.03%	396
2021 Q2	$448K	Buy	3,364 +377	+13%	+$28.4K	0.02%	444
2021 Q1	$218K	Sell	2,987 -233	-7%	-$17.1K	0.02%	558
2020 Q4	$236K	Buy	+3,220	New	+$227K	0.05%	361
2020 Q2	–	Sell	-2,125	Closed	-$130K	–	637
2020 Q1	$130K	Buy	2,125 +57	+3%	+$4K	0.02%	438
2019 Q4	$154K	Buy	2,068 +27	+1%	+$2.01K	0.03%	381
2019 Q3	$150K	Buy	+2,041	New	+$148K	0.03%	387
2019 Q2	–	Sell	-288	Closed	-$21K	–	392
2019 Q1	$21K	Sell	288 -19,367	-99%	-$1.36M	﹤0.01%	540
2018 Q4	$1.31M	Buy	+19,655	New	+$1.35M	0.28%	78

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ameritas Investment Company's EFAV Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 115% in Q3 2021, buying an estimated $300K and bringing the position to 7,224 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #396.

Ameritas Investment Company first reported a position in EFAV in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2018. 533 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

Ameritas Investment Company held 7,224 shares of iShares MSCI EAFE Min Vol Factor ETF worth $544K as of Q3 2021.
Ameritas Investment Company bought 3,860 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $300K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #396 holding.
Ameritas Investment Company first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 9 quarters since.
Ameritas Investment Company's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.31M in Q4 2018.
533 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.