Destination Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Destination Wealth Management’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 Q2	–	Sell	-66	Closed	-$5K	–	602
2019 Q1	$5K	Sell	66 -37	-36%	-$2.59K	﹤0.01%	541
2018 Q4	$7K	Sell	103 -81	-44%	-$5.57K	﹤0.01%	429
2018 Q3	$13K	Buy	184 +45	+32%	+$3.25K	﹤0.01%	438
2018 Q2	$10K	Sell	139 -83	-37%	-$6.1K	﹤0.01%	391
2018 Q1	$16K	Buy	+222	New	+$16.4K	﹤0.01%	357
2016 Q3	–	Sell	-5,017	Closed	-$333K	–	164
2016 Q2	$333K	Buy	+5,017	New	+$335K	0.03%	113

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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 $424B AUM 22.9% 1-Year Est. Return

Destination Wealth Management's EFAV Position: Q2 2019 in Review

Destination Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2019, closing a stake of 66 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in EFAV in Q2 2016 and held it in 6 quarters. The position peaked at $333K in Q2 2016. 434 funds tracked by Wall St. Rank hold EFAV as of Q2 2019.

Destination Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 66 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2019, an estimated $5K.
Destination Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 6 quarters.
Destination Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $333K in Q2 2016.
434 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.