BCA
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Berman Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Berman Capital 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
2019
Q4 		– Sell
-2,559
Closed -$187K – 1481
2019
Q3 		$187K Sell
2,559
-329
-11% -$23.8K 0.06% 136
2019
Q2 		$209K Sell
2,888
-2,441
-46% -$176K 0.07% 126
2019
Q1 		$383K Hold
5,329
– – 0.13% 77
2018
Q4 		$355K Sell
5,329
-5,713
-52% -$393K 0.14% 68
2018
Q3 		$804K Sell
11,042
-5,431
-33% -$392K 0.34% 39
2018
Q2 		$1.17M Sell
16,473
-20,465
-55% -$1.5M 0.41% 34
2018
Q1 		$2.72M Sell
36,938
-101,820
-73% -$7.51M 1.04% 20
2017
Q4 		$10.1M Buy
+138,758
New +$9.99M 3.35% 9

Other funds holding EFAV

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return