Biegel & Waller’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Biegel & Waller’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 Q3	$1.39M	Buy	19,029 +471	+3%	+$34.1K	0.78%	24
2019 Q2	$1.35M	Buy	18,558 +1,949	+12%	+$140K	0.69%	24
2019 Q1	$1.2M	Buy	16,609 +2,075	+14%	+$145K	0.62%	26
2018 Q4	$969K	Buy	14,534 +10,295	+243%	+$707K	0.57%	27
2018 Q3	$309K	Buy	+4,239	New	+$306K	0.18%	55
2017 Q1	–	Sell	-10,059	Closed	-$633K	–	53
2016 Q4	$633K	Buy	+10,059	New	+$636K	0.44%	19

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Biegel & Waller's EFAV Position: Q3 2019 in Review

Biegel & Waller increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.5% in Q3 2019, buying an estimated $34.1K and bringing the position to 19,029 shares worth $1.39M. The position accounts for 0.78% of the portfolio, ranked #24.

Biegel & Waller first reported a position in EFAV in Q4 2016 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold EFAV as of Q3 2019.

Biegel & Waller held 19,029 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.39M as of Q3 2019.
Biegel & Waller bought 471 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2019, an estimated $34.1K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.78% of Biegel & Waller's portfolio in Q3 2019, its #24 holding.
Biegel & Waller first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.