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Cornerstone Capital Management Holdings’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cornerstone Capital Management Holdings’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
Q3 		– Sell
-3,600
Closed -$239K – 1393
2016
Q2 		$239K Buy
+3,600
New +$241K ﹤0.01% 1171

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cornerstone Capital Management Holdings's EFAV Position: Q3 2016 in Review

Cornerstone Capital Management Holdings sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2016, closing a stake of 3,600 shares — an estimated $239K sold.

Cornerstone Capital Management Holdings first reported a position in EFAV in Q2 2016 and held it in 1 quarter. The position peaked at $239K in Q2 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q3 2016.

  • Cornerstone Capital Management Holdings reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Capital Management Holdings sold 3,600 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2016, an estimated $239K.
  • Cornerstone Capital Management Holdings first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 1 quarter.
  • Cornerstone Capital Management Holdings's iShares MSCI EAFE Min Vol Factor ETF position peaked at $239K in Q2 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2016.

Based on Cornerstone Capital Management Holdings's 13F filing for Q3 2016, filed 16 Nov 2016.