JWM
EFAV icon

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

Jackson 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
2015
Q4 		– Sell
-3,399
Closed -$212K – 80
2015
Q3 		$212K Buy
+3,399
New +$221K 0.08% 95

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

Jackson Wealth Management's EFAV Position: Q4 2015 in Review

Jackson Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2015, closing a stake of 3,399 shares — an estimated $212K sold.

Jackson Wealth Management first reported a position in EFAV in Q3 2015 and held it in 1 quarter. The position peaked at $212K in Q3 2015. 195 funds tracked by Wall St. Rank hold EFAV as of Q4 2015.

  • Jackson Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 3,399 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2015, an estimated $212K.
  • Jackson Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2015 and held it in 1 quarter.
  • Jackson Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $212K in Q3 2015.
  • 195 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2015.

Based on Jackson Wealth Management's 13F filing for Q4 2015, filed 4 Feb 2016.