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

Gibraltar 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
2021 Q1	–	Sell	-25,712	Closed	-$1.89M	–	70
2020 Q4	$1.89M	Sell	25,712 -4,012	-13%	-$283K	1.12%	34
2020 Q3	$2.02M	Sell	29,724 -721	-2%	-$49.1K	1.41%	30
2020 Q2	$2.01M	Sell	30,445 -29,846	-50%	-$1.94M	1.48%	28
2020 Q1	$3.74M	Sell	60,291 -6,358	-10%	-$447K	2.66%	15
2019 Q4	$4.97M	Buy	66,649 +12,211	+22%	+$910K	2.98%	14
2019 Q3	$3.99M	Buy	+54,438	New	+$3.94M	3.01%	14

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gibraltar Capital Management's EFAV Position: Q1 2021 in Review

Gibraltar Capital Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2021, closing a stake of 25,712 shares — an estimated $1.89M sold.

Gibraltar Capital Management first reported a position in EFAV in Q3 2019 and held it in 6 quarters. The position peaked at $4.97M in Q4 2019. 563 funds tracked by Wall St. Rank hold EFAV as of Q1 2021.

Gibraltar Capital Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Gibraltar Capital Management sold 25,712 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2021, an estimated $1.89M.
Gibraltar Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 6 quarters.
Gibraltar Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.97M in Q4 2019.
563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2021.

Based on Gibraltar Capital Management's 13F filing for Q1 2021, filed 20 Apr 2021.