KFS
EFAV icon

Kissinger Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$3.66M Buy
52,908
+4,826
+10% +$333K 3.65% 6
2017
Q1 		$3.17M Buy
48,082
+1,245
+3% +$79.7K 3.27% 8
2016
Q4 		$2.87M Buy
46,837
+4,341
+10% +$274K 3% 8
2016
Q3 		$2.88M Buy
+42,496
New +$2.86M 3.14% 9

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kissinger Financial Services's EFAV Position: Q2 2017 in Review

Kissinger Financial Services increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 10% in Q2 2017, buying an estimated $333K and bringing the position to 52,908 shares worth $3.66M. The position accounts for 3.65% of the portfolio, ranked #6.

Kissinger Financial Services first reported a position in EFAV in Q3 2016 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold EFAV as of Q2 2017.

  • Kissinger Financial Services held 52,908 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.66M as of Q2 2017.
  • Kissinger Financial Services bought 4,826 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2017, an estimated $333K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 3.65% of Kissinger Financial Services's portfolio in Q2 2017, its #6 holding.
  • Kissinger Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.