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JCIC Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

JCIC Asset 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
2014
Q4 		– Sell
-700
Closed -$44K – 100
2014
Q3 		$44K Buy
+700
New +$45.4K 0.01% 58

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JCIC Asset Management's EFAV Position: Q4 2014 in Review

JCIC Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2014, closing a stake of 700 shares — an estimated $44K sold.

JCIC Asset Management first reported a position in EFAV in Q3 2014 and held it in 1 quarter. The position peaked at $44K in Q3 2014. 112 funds tracked by Wall St. Rank hold EFAV as of Q4 2014.

  • JCIC Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2014 after selling out during the quarter.
  • JCIC Asset Management sold 700 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2014, an estimated $44K.
  • JCIC Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2014 and held it in 1 quarter.
  • JCIC Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $44K in Q3 2014.
  • 112 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2014.

Based on JCIC Asset Management's 13F filing for Q4 2014, filed 5 Feb 2015.