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

Cypress Wealth 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
2017 Q3	–	Sell	-4,559	Closed	-$316K	–	65
2017 Q2	$316K	Sell	4,559 -2,973	-39%	-$205K	0.37%	57
2017 Q1	$497K	Hold	7,532	–	–	0.23%	97
2016 Q4	$461K	Sell	7,532 -11,877	-61%	-$751K	0.21%	98
2016 Q3	$1.31M	Buy	19,409 +4,610	+31%	+$310K	0.59%	39
2016 Q2	$983K	Buy	14,799 +3,008	+26%	+$201K	0.49%	48
2016 Q1	$783K	Sell	11,791 -2,921	-20%	-$186K	0.36%	56
2015 Q4	$954K	Buy	14,712 +1,545	+12%	+$101K	0.48%	47
2015 Q3	$821K	Sell	13,167 -2,276	-15%	-$148K	0.44%	51
2015 Q2	$1.01M	Buy	+15,443	New	+$1.05M	0.59%	46

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cypress Wealth Advisors's EFAV Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2017, closing a stake of 4,559 shares — an estimated $316K sold.

Cypress Wealth Advisors first reported a position in EFAV in Q2 2015 and held it in 9 quarters. The position peaked at $1.31M in Q3 2016. 258 funds tracked by Wall St. Rank hold EFAV as of Q3 2017.

Cypress Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 4,559 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2017, an estimated $316K.
Cypress Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.31M in Q3 2016.
258 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.