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

Edge 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
2020 Q1	–	Sell	-47,956	Closed	-$3.56M	–	642
2019 Q4	$3.56M	Sell	47,956 -583	-1%	-$43.4K	0.71%	38
2019 Q3	$3.56M	Buy	48,539 +35,181	+263%	+$2.55M	0.82%	33
2019 Q2	$970K	Sell	13,358 -444	-3%	-$31.9K	0.22%	68
2019 Q1	$993K	Buy	13,802 +2,734	+25%	+$192K	0.24%	68
2018 Q4	$738K	Buy	11,068 +8,893	+409%	+$611K	0.21%	70
2018 Q3	$158K	Buy	2,175 +965	+80%	+$69.6K	0.04%	160
2018 Q2	$86K	Buy	+1,210	New	+$89K	0.02%	202

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Wealth Management's EFAV Position: Q1 2020 in Review

Edge Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 47,956 shares — an estimated $3.56M sold.

Edge Wealth Management first reported a position in EFAV in Q2 2018 and held it in 7 quarters. The position peaked at $3.56M in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

Edge Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 47,956 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $3.56M.
Edge Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 7 quarters.
Edge Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.56M in Q4 2019.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.