GFPC
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Global Financial Private Capital’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Global Financial Private Capital’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
2019
Q3 		– Sell
-1
Closed – – 406
2019
Q2 		$0 Buy
+1
New +$72 ﹤0.01% 491
2018
Q4 		– Sell
-10,834
Closed -$789K – 368
2018
Q3 		$789K Buy
10,834
+1,691
+18% +$122K 0.03% 315
2018
Q2 		$650K Buy
9,143
+3,676
+67% +$270K 0.02% 328
2018
Q1 		$403K Sell
5,467
-1,086
-17% -$80.1K 0.01% 392
2017
Q4 		$478K Buy
+6,553
New +$472K 0.02% 348

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return