Chicago Partners Investment Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Chicago Partners Investment Group’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
2018 Q4	–	Sell	-282	Closed	-$19K	–	493
2018 Q3	$19K	Hold	282	–	–	﹤0.01%	694
2018 Q2	$20K	Hold	282	–	–	﹤0.01%	661
2018 Q1	$21K	Hold	282	–	–	﹤0.01%	620
2017 Q4	$21K	Buy	+282	New	+$20.3K	﹤0.01%	605

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chicago Partners Investment Group's EFAV Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2018, closing a stake of 282 shares — an estimated $19K sold.

Chicago Partners Investment Group first reported a position in EFAV in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q1 2018. 412 funds tracked by Wall St. Rank hold EFAV as of Q4 2018.

Chicago Partners Investment Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 282 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2018, an estimated $19K.
Chicago Partners Investment Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 4 quarters.
Chicago Partners Investment Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $21K in Q1 2018.
412 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.