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

Clarfeld Financial 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
2018 Q4	$559K	Buy	+8,380	New	+$576K	0.46%	25

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Clarfeld Financial Advisors's EFAV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2018: 8,380 shares worth $559K. The stake represents 0.46% of the portfolio and ranks #25 among its holdings.

413 funds tracked by Wall St. Rank hold EFAV as of Q4 2018.

Clarfeld Financial Advisors held 8,380 shares of iShares MSCI EAFE Min Vol Factor ETF worth $559K as of Q4 2018.
iShares MSCI EAFE Min Vol Factor ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares MSCI EAFE Min Vol Factor ETF made up 0.46% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #25 holding.
413 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.