C
EFAV icon

CFO4Life’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

CFO4Life’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 		$3.88M Sell
63,376
-25,503
-29% -$1.61M 3.21% 7
2016
Q3 		$6.01M Buy
88,879
+6,857
+8% +$461K 5.21% 4
2016
Q2 		$5.45M Buy
82,022
+19,962
+32% +$1.33M 4.66% 4
2016
Q1 		$4.12M Buy
+62,060
New +$3.95M 3.69% 6

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $530B AUM 22.01% 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 $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFO4Life's EFAV Position: Q4 2016 in Review

CFO4Life reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 29% in Q4 2016, selling an estimated $1.61M and leaving 63,376 shares worth $3.88M. The position accounts for 3.21% of the portfolio, ranked #7.

CFO4Life first reported a position in EFAV in Q1 2016 and has held it in 4 quarters since. The position peaked at $6.01M in Q3 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

  • CFO4Life held 63,376 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.88M as of Q4 2016.
  • CFO4Life sold 25,503 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2016, an estimated $1.61M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 3.21% of CFO4Life's portfolio in Q4 2016, its #7 holding.
  • CFO4Life first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and has held it in 4 quarters since.
  • CFO4Life's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.01M in Q3 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.