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EFAV icon

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
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return