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Integrated Wealth Counsel’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Integrated Wealth Counsel’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 		$3K Hold
53
– – 0.01% 201
2016
Q3 		$4K Buy
+53
New +$3.57K 0.01% 188

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

Integrated Wealth Counsel's EFAV Position: Q4 2016 in Review

Integrated Wealth Counsel held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q4 2016 at 53 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #201.

Integrated Wealth Counsel first reported a position in EFAV in Q3 2016 and has held it in 2 quarters since. The position peaked at $4K in Q3 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

  • Integrated Wealth Counsel held 53 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3K as of Q4 2016.
  • Integrated Wealth Counsel left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q4 2016.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #201 holding.
  • Integrated Wealth Counsel first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4K in Q3 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.