MSA
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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
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return