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

Apriem 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 Q3	–	Sell	-462	Closed	-$33K	–	204
2018 Q2	$33K	Buy	+462	New	+$34K	0.01%	286
2017 Q2	–	Sell	-28	Closed	-$2K	–	251
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	588
2016 Q4	$2K	Buy	+28	New	+$1.77K	﹤0.01%	620
2016 Q2	–	Sell	-87	Closed	-$6K	–	599
2016 Q1	$6K	Buy	+87	New	+$5.54K	﹤0.01%	416

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Apriem Advisors's EFAV Position: Q3 2018 in Review

Apriem Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2018, closing a stake of 462 shares — an estimated $33K sold.

Apriem Advisors first reported a position in EFAV in Q1 2016 and held it in 4 quarters. The position peaked at $33K in Q2 2018. 345 funds tracked by Wall St. Rank hold EFAV as of Q3 2018.

Apriem Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 462 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2018, an estimated $33K.
Apriem Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 4 quarters.
Apriem Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $33K in Q2 2018.
345 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.