BCSB
EFAV icon

Bristol County Savings Bank’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bristol County Savings Bank’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
Q4 		$6.25M Buy
85,685
+624
+0.7% +$44.9K 5.85% 1
2017
Q3 		$6.04M Buy
+85,061
New +$5.99M 6.01% 1

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bristol County Savings Bank's EFAV Position: Q4 2017 in Review

Bristol County Savings Bank increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.73% in Q4 2017, buying an estimated $44.9K and bringing the position to 85,685 shares worth $6.25M. The position accounts for 5.85% of the portfolio, ranked #1.

Bristol County Savings Bank first reported a position in EFAV in Q3 2017 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold EFAV as of Q4 2017.

  • Bristol County Savings Bank held 85,685 shares of iShares MSCI EAFE Min Vol Factor ETF worth $6.25M as of Q4 2017.
  • Bristol County Savings Bank bought 624 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2017, an estimated $44.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 5.85% of Bristol County Savings Bank's portfolio in Q4 2017, its #1 holding.
  • Bristol County Savings Bank first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2017 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2017.

Based on Bristol County Savings Bank's 13F filing for Q4 2017, filed 23 Jan 2018.