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Founders Bank & Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Founders Bank & Trust’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
2014
Q2 		– Sell
-372
Closed -$23K – 355
2014
Q1 		$23K Hold
372
– – 0.01% 217
2013
Q4 		$22K Buy
+372
New +$22.8K 0.01% 233

Other funds holding EFAV

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Founders Bank & Trust's EFAV Position: Q2 2014 in Review

Founders Bank & Trust sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2014, closing a stake of 372 shares — an estimated $23K sold.

Founders Bank & Trust first reported a position in EFAV in Q4 2013 and held it in 2 quarters. The position peaked at $23K in Q1 2014. 91 funds tracked by Wall St. Rank hold EFAV as of Q2 2014.

  • Founders Bank & Trust reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 372 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2014, an estimated $23K.
  • Founders Bank & Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2013 and held it in 2 quarters.
  • Founders Bank & Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $23K in Q1 2014.
  • 91 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2014.

Based on Founders Bank & Trust's 13F filing for Q2 2014, filed 22 Jul 2014.