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Bartlett & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bartlett & Co’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
-245
Closed -$17K – 701
2018
Q2 		$17K Buy
+245
New +$18K ﹤0.01% 550

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

Bartlett & Co's EFAV Position: Q3 2018 in Review

Bartlett & Co sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2018, closing a stake of 245 shares — an estimated $17K sold.

Bartlett & Co first reported a position in EFAV in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 345 funds tracked by Wall St. Rank hold EFAV as of Q3 2018.

  • Bartlett & Co reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Bartlett & Co sold 245 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2018, an estimated $17K.
  • Bartlett & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 1 quarter.
  • Bartlett & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $17K in Q2 2018.
  • 345 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2018.

Based on Bartlett & Co's 13F filing for Q3 2018, filed 15 Oct 2018.