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Blue Chip Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Blue Chip Partners’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
2020
Q1 		– Sell
-6,234
Closed -$465K – 139
2019
Q4 		$465K Buy
+6,234
New +$465K 0.09% 93

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Ameriprise
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blue Chip Partners's EFAV Position: Q1 2020 in Review

Blue Chip Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 6,234 shares — an estimated $465K sold.

Blue Chip Partners first reported a position in EFAV in Q4 2019 and held it in 1 quarter. The position peaked at $465K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • Blue Chip Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Blue Chip Partners sold 6,234 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $465K.
  • Blue Chip Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Blue Chip Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $465K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.