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Independent Portfolio Consultants’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Independent Portfolio Consultants’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
Q4 		– Sell
-7,985
Closed -$540K – 826
2016
Q3 		$540K Sell
7,985
-5,590
-41% -$376K 0.17% 216
2016
Q2 		$901K Sell
13,575
-725
-5% -$48.5K 0.28% 105
2016
Q1 		$950K Buy
+14,300
New +$910K 0.27% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Portfolio Consultants's EFAV Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2016, closing a stake of 7,985 shares — an estimated $540K sold.

Independent Portfolio Consultants first reported a position in EFAV in Q1 2016 and held it in 3 quarters. The position peaked at $950K in Q1 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 7,985 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2016, an estimated $540K.
  • Independent Portfolio Consultants first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 3 quarters.
  • Independent Portfolio Consultants's iShares MSCI EAFE Min Vol Factor ETF position peaked at $950K in Q1 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.