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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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return