MYCIO Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

MYCIO Wealth Partners’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	-25,824	Closed	-$1.93M	–	120
2019 Q4	$1.93M	Buy	25,824 +299	+1%	+$22.3K	0.13%	77
2019 Q3	$1.87M	Hold	25,525	–	–	0.14%	63
2019 Q2	$1.85M	Buy	25,525 +173	+0.7%	+$12.4K	0.15%	64
2019 Q1	$1.82M	Hold	25,352	–	–	0.15%	60
2018 Q4	$1.69M	Buy	+25,352	New	+$1.74M	0.16%	61
2017 Q2	–	Sell	-3,412	Closed	-$225K	–	242
2017 Q1	$225K	Buy	+3,412	New	+$218K	0.03%	209
2016 Q4	–	Sell	-2,563	Closed	-$173K	–	339
2016 Q3	$173K	Hold	2,563	–	–	0.03%	194
2016 Q2	$170K	Buy	+2,563	New	+$171K	0.03%	195

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

MYCIO Wealth Partners's EFAV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 25,824 shares — an estimated $1.93M sold.

MYCIO Wealth Partners first reported a position in EFAV in Q2 2016 and held it in 8 quarters. The position peaked at $1.93M in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 25,824 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $1.93M.
MYCIO Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 8 quarters.
MYCIO Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.93M in Q4 2019.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.