Marino Stram & Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Marino Stram & Associates’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
2019 Q2	–	Sell	-1,544	Closed	-$111K	–	218
2019 Q1	$111K	Hold	1,544	–	–	0.08%	109
2018 Q4	$103K	Hold	1,544	–	–	0.09%	103
2018 Q3	$112K	Buy	1,544 +163	+12%	+$11.8K	0.09%	115
2018 Q2	$98K	Hold	1,381	–	–	0.09%	121
2018 Q1	$102K	Hold	1,381	–	–	0.09%	122
2017 Q4	$101K	Buy	+1,381	New	+$99.5K	0.09%	114

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

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

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

USAA

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

RJFSA

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

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

Marino Stram & Associates's EFAV Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2019, closing a stake of 1,544 shares — an estimated $111K sold.

Marino Stram & Associates first reported a position in EFAV in Q4 2017 and held it in 6 quarters. The position peaked at $112K in Q3 2018. 434 funds tracked by Wall St. Rank hold EFAV as of Q2 2019.

Marino Stram & Associates reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 1,544 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2019, an estimated $111K.
Marino Stram & Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $112K in Q3 2018.
434 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.