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Dowling & Yahnke’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Dowling & Yahnke’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
-62
Closed -$5K – 311
2019
Q4 		$5K Buy
+62
New +$4.62K ﹤0.01% 355

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dowling & Yahnke's EFAV Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 62 shares — an estimated $5K sold.

Dowling & Yahnke first reported a position in EFAV in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 62 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $5K.
  • Dowling & Yahnke first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.