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Boys Arnold & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-18,293
Closed -$1.14M – 61
2020
Q1 		$1.14M Sell
18,293
-137
-0.7% -$9.63K 0.2% 108
2019
Q4 		$1.37M Sell
18,430
-453
-2% -$33.8K 0.19% 112
2019
Q3 		$1.39M Hold
18,883
– – 0.21% 106
2019
Q2 		$1.37M Buy
18,883
+37
+0.2% +$2.66K 0.2% 107
2019
Q1 		$1.36M Hold
18,846
– – 0.2% 111
2018
Q4 		$1.25M Buy
18,846
+1,649
+10% +$113K 0.21% 115
2018
Q3 		$1.25M Buy
17,197
+375
+2% +$27K 0.17% 129
2018
Q2 		$1.2M Sell
16,822
-55
-0.3% -$4.04K 0.18% 130
2018
Q1 		$1.25M Buy
16,877
+640
+4% +$47.2K 0.18% 127
2017
Q4 		$1.19M Buy
16,237
+3,977
+32% +$286K 0.18% 132
2017
Q3 		$871K Hold
12,260
– – 0.14% 148
2017
Q2 		$849K Buy
12,260
+345
+3% +$23.8K 0.11% 157
2017
Q1 		$786K Sell
11,915
-2,845
-19% -$182K 0.12% 155
2016
Q4 		$904K Sell
14,760
-4,407
-23% -$279K 0.15% 139
2016
Q3 		$1.3M Buy
19,167
+1,351
+8% +$90.9K 0.22% 113
2016
Q2 		$1.18M Buy
+17,816
New +$1.19M 0.2% 121

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boys Arnold & Co's EFAV Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 18,293 shares — an estimated $1.14M sold.

Boys Arnold & Co first reported a position in EFAV in Q2 2016 and held it in 16 quarters. The position peaked at $1.39M in Q3 2019. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 18,293 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $1.14M.
  • Boys Arnold & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 16 quarters.
  • Boys Arnold & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.39M in Q3 2019.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.