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Gupta Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-100
Closed -$6K – 1177
2015
Q4 		$6K Buy
+100
New +$6.52K ﹤0.01% 988

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gupta Wealth Management's EFAV Position: Q1 2016 in Review

Gupta Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2016, closing a stake of 100 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in EFAV in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 218 funds tracked by Wall St. Rank hold EFAV as of Q1 2016.

  • Gupta Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 100 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2016, an estimated $6K.
  • Gupta Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6K in Q4 2015.
  • 218 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.