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

Credit Suisse’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 Q3	–	Sell	-3,007	Closed	-$214K	–	3829
2018 Q2	$214K	Buy	+3,007	New	+$221K	﹤0.01%	3745
2017 Q1	–	Sell	-700,000	Closed	-$42.9M	–	3869
2016 Q4	$42.9M	Buy	+700,000	New	+$44.2M	0.04%	468

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

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

USAA

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Credit Suisse's EFAV Position: Q3 2018 in Review

Credit Suisse sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2018, closing a stake of 3,007 shares — an estimated $214K sold.

Credit Suisse first reported a position in EFAV in Q4 2016 and held it in 2 quarters. The position peaked at $42.9M in Q4 2016. 345 funds tracked by Wall St. Rank hold EFAV as of Q3 2018.

Credit Suisse reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
Credit Suisse sold 3,007 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2018, an estimated $214K.
Credit Suisse first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and held it in 2 quarters.
Credit Suisse's iShares MSCI EAFE Min Vol Factor ETF position peaked at $42.9M in Q4 2016.
345 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2018.

Based on Credit Suisse's 13F filing for Q3 2018, filed 13 Nov 2018.