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Cypress Capital Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cypress Capital 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
2020
Q1 		– Sell
-11,422
Closed -$851K – 214
2019
Q4 		$851K Sell
11,422
-1,810
-14% -$135K 0.15% 121
2019
Q3 		$970K Sell
13,232
-8,030
-38% -$581K 0.19% 118
2019
Q2 		$1.54M Buy
21,262
+815
+4% +$58.6K 0.3% 83
2019
Q1 		$1.47M Buy
20,447
+872
+4% +$61.1K 0.3% 87
2018
Q4 		$1.3M Sell
19,575
-3,352
-15% -$230K 0.3% 85
2018
Q3 		$1.67M Sell
22,927
-11,535
-33% -$832K 0.32% 85
2018
Q2 		$2.45M Sell
34,462
-11,670
-25% -$858K 0.51% 66
2018
Q1 		$3.4M Buy
46,132
+6,948
+18% +$513K 0.71% 46
2017
Q4 		$2.86M Sell
39,184
-2,665
-6% -$192K 0.6% 58
2017
Q3 		$2.97M Buy
41,849
+12,360
+42% +$870K 0.63% 56
2017
Q2 		$2.04M Buy
+29,489
New +$2.03M 0.45% 71

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cypress Capital Group's EFAV Position: Q1 2020 in Review

Cypress Capital Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 11,422 shares — an estimated $851K sold.

Cypress Capital Group first reported a position in EFAV in Q2 2017 and held it in 11 quarters. The position peaked at $3.4M in Q1 2018. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • Cypress Capital Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Cypress Capital Group sold 11,422 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $851K.
  • Cypress Capital Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and held it in 11 quarters.
  • Cypress Capital Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.4M in Q1 2018.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Cypress Capital Group's 13F filing for Q1 2020, filed 8 Apr 2020.