First Foundation Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

First Foundation Advisors’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 Q3	–	Sell	-6,056	Closed	-$400K	–	375
2020 Q2	$400K	Buy	6,056 +93	+2%	+$6.04K	0.02%	250
2020 Q1	$370K	Hold	5,963	–	–	0.02%	258
2019 Q4	$444K	Hold	5,963	–	–	0.02%	258
2019 Q3	$437K	Sell	5,963 -116	-2%	-$8.4K	0.02%	241
2019 Q2	$442K	Buy	6,079 +116	+2%	+$8.34K	0.02%	238
2019 Q1	$429K	Hold	5,963	–	–	0.03%	232
2018 Q4	$397K	Hold	5,963	–	–	0.03%	291
2018 Q3	$434K	Hold	5,963	–	–	0.02%	252
2018 Q2	$424K	Hold	5,963	–	–	0.02%	228
2018 Q1	$439K	Sell	5,963 -77	-1%	-$5.68K	0.02%	226
2017 Q4	$441K	Sell	6,040 -423	-7%	-$30.5K	0.02%	236
2017 Q3	$459K	Buy	6,463 +500	+8%	+$35.2K	0.03%	211
2017 Q2	$413K	Hold	5,963	–	–	0.02%	221
2017 Q1	$394K	Hold	5,963	–	–	0.02%	233
2016 Q4	$365K	Buy	5,963 +102	+2%	+$6.45K	0.02%	239
2016 Q3	$396K	Hold	5,861	–	–	0.03%	216
2016 Q2	$389K	Hold	5,861	–	–	0.03%	216
2016 Q1	$389K	Hold	5,861	–	–	0.03%	199
2015 Q4	$380K	Buy	+5,861	New	+$382K	0.03%	199

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Foundation Advisors's EFAV Position: Q3 2020 in Review

First Foundation Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2020, closing a stake of 6,056 shares — an estimated $400K sold.

First Foundation Advisors first reported a position in EFAV in Q4 2015 and held it in 19 quarters. The position peaked at $459K in Q3 2017. 518 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

First Foundation Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
First Foundation Advisors sold 6,056 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $400K.
First Foundation Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 19 quarters.
First Foundation Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $459K in Q3 2017.
518 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on First Foundation Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.