Macroview Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Macroview Investment 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
2020 Q1	–	Sell	-1,284	Closed	-$96K	–	314
2019 Q4	$96K	Hold	1,284	–	–	0.2%	53
2019 Q3	$94K	Hold	1,284	–	–	0.2%	50
2019 Q2	$93K	Hold	1,284	–	–	0.24%	53
2019 Q1	$92K	Hold	1,284	–	–	0.23%	57
2018 Q4	$86K	Hold	1,284	–	–	0.27%	52
2018 Q3	$93K	Sell	1,284 -634	-33%	-$45.7K	0.29%	47
2018 Q2	$136K	Hold	1,918	–	–	0.48%	29
2018 Q1	$141K	Buy	+1,918	New	+$142K	0.5%	23
2014 Q4	–	Sell	-50	Closed	-$3K	–	220
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	120
2014 Q2	$3K	Hold	50	–	–	﹤0.01%	123
2014 Q1	$3K	Hold	50	–	–	﹤0.01%	196
2013 Q4	$3K	Hold	50	–	–	0.01%	160
2013 Q3	$3K	Buy	+50	New	+$2.97K	0.01%	170

Other funds holding EFAV

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

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

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

Macroview Investment Management's EFAV Position: Q1 2020 in Review

Macroview Investment Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 1,284 shares — an estimated $96K sold.

Macroview Investment Management first reported a position in EFAV in Q3 2013 and held it in 13 quarters. The position peaked at $141K in Q1 2018. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

Macroview Investment Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Macroview Investment Management sold 1,284 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $96K.
Macroview Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2013 and held it in 13 quarters.
Macroview Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $141K in Q1 2018.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Macroview Investment Management's 13F filing for Q1 2020, filed 6 May 2020.