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

ARS Wealth 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
-3,515
Closed -$250K – 119
2018
Q2 		$250K Buy
3,515
+2
+0.1% +$147 0.09% 97
2018
Q1 		$259K Sell
3,513
-1,185
-25% -$87.4K 0.1% 96
2017
Q4 		$343K Sell
4,698
-4,385
-48% -$316K 0.13% 85
2017
Q3 		$645K Hold
9,083
– – 0.25% 62
2017
Q2 		$629K Sell
9,083
-48
-0.5% -$3.31K 0.25% 59
2017
Q1 		$603K Sell
9,131
-1,538
-14% -$98.4K 0.26% 57
2016
Q4 		$653K Sell
10,669
-12,226
-53% -$773K 0.29% 49
2016
Q3 		$1.55M Sell
22,895
-2,169
-9% -$146K 0.66% 23
2016
Q2 		$1.66M Sell
25,064
-4,728
-16% -$316K 0.71% 22
2016
Q1 		$1.98M Sell
29,792
-21,952
-42% -$1.4M 0.93% 18
2015
Q4 		$3.36M Sell
51,744
-2,804
-5% -$183K 1.73% 9
2015
Q3 		$3.4M Sell
54,548
-3,763
-6% -$245K 1.72% 10
2015
Q2 		$3.81M Buy
58,311
+3,150
+6% +$214K 1.69% 11
2015
Q1 		$3.63M Buy
55,161
+7,860
+17% +$509K 1.57% 12
2014
Q4 		$2.92M Buy
47,301
+2,534
+6% +$159K 1.26% 13
2014
Q3 		$2.8M Buy
44,767
+1,916
+4% +$124K 1.31% 14
2014
Q2 		$2.8M Buy
42,851
+4,630
+12% +$300K 1.36% 12
2014
Q1 		$2.4M Buy
38,221
+4,065
+12% +$249K 1.44% 12
2013
Q4 		$2.1M Buy
+34,156
New +$2.09M 1.3% 14

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ARS Wealth Advisors's EFAV Position: Q3 2018 in Review

ARS Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2018, closing a stake of 3,515 shares — an estimated $250K sold.

ARS Wealth Advisors first reported a position in EFAV in Q4 2013 and held it in 19 quarters. The position peaked at $3.81M in Q2 2015. 345 funds tracked by Wall St. Rank hold EFAV as of Q3 2018.

  • ARS Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • ARS Wealth Advisors sold 3,515 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2018, an estimated $250K.
  • ARS Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2013 and held it in 19 quarters.
  • ARS Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.81M in Q2 2015.
  • 345 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2018.

Based on ARS Wealth Advisors's 13F filing for Q3 2018, filed 11 Jun 2021.