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BlackRock Institutional Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$23.3M Sell
380,272
-4,040,078
-91% -$255M ﹤0.01% 1857
2016
Q3 		$299M Sell
4,420,350
-20,336
-0.5% -$1.37M 0.05% 403
2016
Q2 		$295M Sell
4,440,686
-10,003
-0.2% -$669K 0.05% 386
2016
Q1 		$296M Buy
4,450,689
+65,685
+1% +$4.18M 0.05% 379
2015
Q4 		$284M Buy
4,385,004
+46,735
+1% +$3.05M 0.05% 405
2015
Q3 		$271M Buy
4,338,269
+61,468
+1% +$4M 0.05% 398
2015
Q2 		$279M Buy
4,276,801
+15,563
+0.4% +$1.06M 0.04% 408
2015
Q1 		$281M Buy
4,261,238
+2,328,718
+121% +$151M 0.04% 431
2014
Q4 		$119M Buy
1,932,520
+30,356
+2% +$1.9M 0.02% 780
2014
Q3 		$119M Buy
1,902,164
+94,417
+5% +$6.12M 0.02% 749
2014
Q2 		$118M Buy
1,807,747
+1,973
+0.1% +$128K 0.02% 788
2014
Q1 		$113M Buy
1,805,774
+1,656
+0.1% +$101K 0.02% 817
2013
Q4 		$111M Buy
1,804,118
+24,097
+1% +$1.48M 0.02% 802
2013
Q3 		$108M Buy
1,780,021
+1,773,521
+27,285% +$105M 0.02% 746
2013
Q2 		$372K Buy
+6,500
New +$389K ﹤0.01% 3545

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock Institutional Trust's EFAV Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 91% in Q4 2016, selling an estimated $255M and leaving 380,272 shares worth $23.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

BlackRock Institutional Trust first reported a position in EFAV in Q2 2013 and has held it in 15 quarters since. The position peaked at $299M in Q3 2016. 249 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

  • BlackRock Institutional Trust held 380,272 shares of iShares MSCI EAFE Min Vol Factor ETF worth $23.3M as of Q4 2016.
  • BlackRock Institutional Trust sold 4,040,078 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2016, an estimated $255M.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1857 holding.
  • BlackRock Institutional Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $299M in Q3 2016.
  • 249 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.