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Kays Financial Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kays Financial Advisory’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
2019
Q1 		– Sell
-31,022
Closed -$2.07M – 122
2018
Q4 		$2.07M Buy
+31,022
New +$2.13M 0.47% 41

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kays Financial Advisory's EFAV Position: Q1 2019 in Review

Kays Financial Advisory sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2019, closing a stake of 31,022 shares — an estimated $2.07M sold.

Kays Financial Advisory first reported a position in EFAV in Q4 2018 and held it in 1 quarter. The position peaked at $2.07M in Q4 2018. 428 funds tracked by Wall St. Rank hold EFAV as of Q1 2019.

  • Kays Financial Advisory reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 31,022 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2019, an estimated $2.07M.
  • Kays Financial Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 1 quarter.
  • Kays Financial Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.07M in Q4 2018.
  • 428 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.