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

CXI 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
2019 Q4	$10.3M	Buy	+138,241	New	+$10.3M	23.1%	2

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

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

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

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

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CXI Advisors's EFAV Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2019: 138,241 shares worth $10.3M. The stake represents 23.1% of the portfolio and ranks #2 among its holdings.

563 funds tracked by Wall St. Rank hold EFAV as of Q4 2019.

CXI Advisors held 138,241 shares of iShares MSCI EAFE Min Vol Factor ETF worth $10.3M as of Q4 2019.
iShares MSCI EAFE Min Vol Factor ETF was a new CXI Advisors position in Q4 2019.
iShares MSCI EAFE Min Vol Factor ETF made up 23.1% of CXI Advisors's portfolio in Q4 2019, its #2 holding.
563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.