AWS
EFAV icon

Aris Wealth Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Aris Wealth Services’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
2015
Q3 		$293K Buy
4,698
+735
+19% +$47.8K 0.61% 30
2015
Q2 		$259K Buy
3,963
+90
+2% +$6.11K 0.24% 92
2015
Q1 		$255K Buy
3,873
+395
+11% +$25.6K 0.24% 90
2014
Q4 		$215K Buy
+3,478
New +$218K 0.24% 102

Other funds holding EFAV

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's EFAV Position: Q3 2015 in Review

Aris Wealth Services increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 19% in Q3 2015, buying an estimated $47.8K and bringing the position to 4,698 shares worth $293K. The position accounts for 0.61% of the portfolio, ranked #30.

Aris Wealth Services first reported a position in EFAV in Q4 2014 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold EFAV as of Q3 2015.

  • Aris Wealth Services held 4,698 shares of iShares MSCI EAFE Min Vol Factor ETF worth $293K as of Q3 2015.
  • Aris Wealth Services bought 735 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2015, an estimated $47.8K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.61% of Aris Wealth Services's portfolio in Q3 2015, its #30 holding.
  • Aris Wealth Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2014 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.