GSC
EFAV icon

Ground Swell Capital’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ground Swell 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
2014
Q3 		– Sell
-3,006
Closed -$197K – 2475
2014
Q2 		$197K Buy
+3,006
New +$194K 0.38% 24

Other funds holding EFAV

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

Ground Swell Capital's EFAV Position: Q3 2014 in Review

Ground Swell Capital sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2014, closing a stake of 3,006 shares — an estimated $197K sold.

Ground Swell Capital first reported a position in EFAV in Q2 2014 and held it in 1 quarter. The position peaked at $197K in Q2 2014. 93 funds tracked by Wall St. Rank hold EFAV as of Q3 2014.

  • Ground Swell Capital reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 3,006 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2014, an estimated $197K.
  • Ground Swell Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's iShares MSCI EAFE Min Vol Factor ETF position peaked at $197K in Q2 2014.
  • 93 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.