AI
EFAV icon

Analytic Investors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Analytic Investors’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
Q1 		– Sell
-46,321
Closed -$3M – 626
2015
Q4 		$3M Buy
+46,321
New +$3.02M 0.04% 243

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Analytic Investors's EFAV Position: Q1 2016 in Review

Analytic Investors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2016, closing a stake of 46,321 shares — an estimated $3M sold.

Analytic Investors first reported a position in EFAV in Q4 2015 and held it in 1 quarter. The position peaked at $3M in Q4 2015. 217 funds tracked by Wall St. Rank hold EFAV as of Q1 2016.

  • Analytic Investors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2016 after selling out during the quarter.
  • Analytic Investors sold 46,321 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2016, an estimated $3M.
  • Analytic Investors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 1 quarter.
  • Analytic Investors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3M in Q4 2015.
  • 217 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2016.

Based on Analytic Investors's 13F filing for Q1 2016, filed 20 May 2016.