Madden Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Madden Advisory 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
2020 Q1	–	Sell	-40,490	Closed	-$3.02M	–	76
2019 Q4	$3.02M	Hold	40,490	–	–	1.97%	16
2019 Q3	$2.97M	Hold	40,490	–	–	2.11%	17
2019 Q2	$2.94M	Hold	40,490	–	–	1.83%	18
2019 Q1	$2.92M	Hold	40,490	–	–	1.56%	22
2018 Q4	$2.7M	Buy	+40,490	New	+$2.78M	1.63%	20

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.9T AUM 41.92% 1-Year Est. Return

Madden Advisory Services's EFAV Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 40,490 shares — an estimated $3.02M sold.

Madden Advisory Services first reported a position in EFAV in Q4 2018 and held it in 5 quarters. The position peaked at $3.02M in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

Madden Advisory Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 40,490 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $3.02M.
Madden Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 5 quarters.
Madden Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.02M in Q4 2019.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.