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

LBA 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
2017
Q1 		$129K Buy
1,959
+477
+32% +$30.5K 0.07% 128
2016
Q4 		$91K Buy
+1,482
New +$93.7K 0.05% 151

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LBA Wealth Management's EFAV Position: Q1 2017 in Review

LBA Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 32% in Q1 2017, buying an estimated $30.5K and bringing the position to 1,959 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #128.

LBA Wealth Management first reported a position in EFAV in Q4 2016 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold EFAV as of Q1 2017.

  • LBA Wealth Management held 1,959 shares of iShares MSCI EAFE Min Vol Factor ETF worth $129K as of Q1 2017.
  • LBA Wealth Management bought 477 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2017, an estimated $30.5K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #128 holding.
  • LBA Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.