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Exchange Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Exchange Capital 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
2018
Q2 		– Sell
-437
Closed -$32K – 257
2018
Q1 		$32K Buy
+437
New +$32.2K 0.01% 162

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Exchange Capital Management's EFAV Position: Q2 2018 in Review

Exchange Capital Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2018, closing a stake of 437 shares — an estimated $32K sold.

Exchange Capital Management first reported a position in EFAV in Q1 2018 and held it in 1 quarter. The position peaked at $32K in Q1 2018. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2018.

  • Exchange Capital Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Exchange Capital Management sold 437 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2018, an estimated $32K.
  • Exchange Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and held it in 1 quarter.
  • Exchange Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $32K in Q1 2018.
  • 341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2018.

Based on Exchange Capital Management's 13F filing for Q2 2018, filed 1 Aug 2018.