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

Delphi Private 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
2016
Q4 		– Sell
-98
Closed -$7K – 323
2016
Q3 		$7K Buy
+98
New +$6.59K 0.01% 131

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Delphi Private Advisors's EFAV Position: Q4 2016 in Review

Delphi Private Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2016, closing a stake of 98 shares — an estimated $7K sold.

Delphi Private Advisors first reported a position in EFAV in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

  • Delphi Private Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 98 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2016, an estimated $7K.
  • Delphi Private Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and held it in 1 quarter.
  • Delphi Private Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7K in Q3 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.