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

Marietta 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 		– Sell
-13,141
Closed -$804K – 116
2016
Q4 		$804K Buy
+13,141
New +$831K 0.64% 63

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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

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

Marietta Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2017, closing a stake of 13,141 shares — an estimated $804K sold.

Marietta Wealth Management first reported a position in EFAV in Q4 2016 and held it in 1 quarter. The position peaked at $804K in Q4 2016. 236 funds tracked by Wall St. Rank hold EFAV as of Q1 2017.

  • Marietta Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 13,141 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2017, an estimated $804K.
  • Marietta Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and held it in 1 quarter.
  • Marietta Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $804K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2017.

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