Lenox Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Lenox Wealth Advisors’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
2018 Q4	–	Sell	-665	Closed	-$48K	–	376
2018 Q3	$48K	Hold	665	–	–	0.01%	140
2018 Q2	$47K	Hold	665	–	–	0.01%	142
2018 Q1	$49K	Hold	665	–	–	0.01%	166
2017 Q4	$49K	Hold	665	–	–	0.01%	100
2017 Q3	$47K	Hold	665	–	–	0.01%	55
2017 Q2	$46K	Hold	665	–	–	0.02%	59
2017 Q1	$44K	Buy	+665	New	+$42.6K	0.01%	51

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lenox Wealth Advisors's EFAV Position: Q4 2018 in Review

Lenox Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2018, closing a stake of 665 shares — an estimated $48K sold.

Lenox Wealth Advisors first reported a position in EFAV in Q1 2017 and held it in 7 quarters. The position peaked at $49K in Q1 2018. 413 funds tracked by Wall St. Rank hold EFAV as of Q4 2018.

Lenox Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 665 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2018, an estimated $48K.
Lenox Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and held it in 7 quarters.
Lenox Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $49K in Q1 2018.
413 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2018.

Based on Lenox Wealth Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.