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Boston Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Boston 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
2017
Q1 		– Sell
-6,273
Closed -$384K – 633
2016
Q4 		$384K Buy
6,273
+10
+0.2% +$632 0.01% 521
2016
Q3 		$424K Buy
6,263
+10
+0.2% +$673 0.01% 546
2016
Q2 		$415K Sell
6,253
-17
-0.3% -$1.14K 0.01% 522
2016
Q1 		$417K Sell
6,270
-10,865
-63% -$691K 0.01% 503
2015
Q4 		$1.11M Sell
17,135
-3,001
-15% -$196K 0.03% 321
2015
Q3 		$1.26M Sell
20,136
-4,137
-17% -$269K 0.05% 342
2015
Q2 		$1.58M Sell
24,273
-1,027
-4% -$69.7K 0.07% 235
2015
Q1 		$1.67M Sell
25,300
-4,102
-14% -$266K 0.07% 225
2014
Q4 		$1.81M Buy
29,402
+2,906
+11% +$182K 0.08% 210
2014
Q3 		$1.66M Buy
26,496
+8
+0% +$519 0.07% 219
2014
Q2 		$1.73M Sell
26,488
-383
-1% -$24.8K 0.07% 223
2014
Q1 		$1.69M Sell
26,871
-1,519
-5% -$93.1K 0.08% 221
2013
Q4 		$1.75M Sell
28,390
-1,520
-5% -$93.1K 0.08% 209
2013
Q3 		$1.82M Buy
29,910
+93
+0.3% +$5.52K 0.1% 190
2013
Q2 		$1.71M Buy
+29,817
New +$1.78M 0.08% 196

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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

Boston Advisors's EFAV Position: Q1 2017 in Review

Boston Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2017, closing a stake of 6,273 shares — an estimated $384K sold.

Boston Advisors first reported a position in EFAV in Q2 2013 and held it in 15 quarters. The position peaked at $1.82M in Q3 2013. 236 funds tracked by Wall St. Rank hold EFAV as of Q1 2017.

  • Boston Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Boston Advisors sold 6,273 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2017, an estimated $384K.
  • Boston Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and held it in 15 quarters.
  • Boston Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.82M in Q3 2013.
  • 236 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2017.

Based on Boston Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.