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Edelman Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Edelman Financial Services’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
2018
Q4 		– Sell
-772,275
Closed -$56.2M – 6
2018
Q3 		$56.2M Sell
772,275
-5,100
-0.7% -$368K 0.51% 16
2018
Q2 		$55.3M Buy
777,375
+3,893
+0.5% +$286K 0.53% 17
2018
Q1 		$57M Buy
+773,482
New +$57.1M 0.56% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Edelman Financial Services's EFAV Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2018, closing a stake of 772,275 shares — an estimated $56.2M sold.

Edelman Financial Services first reported a position in EFAV in Q1 2018 and held it in 3 quarters. The position peaked at $57M in Q1 2018. 412 funds tracked by Wall St. Rank hold EFAV as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 772,275 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2018, an estimated $56.2M.
  • Edelman Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and held it in 3 quarters.
  • Edelman Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $57M in Q1 2018.
  • 412 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.