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National Planning Corporation’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-41,170
Closed -$2.93M – 185
2017
Q3 		$2.93M Sell
41,170
-9,048
-18% -$637K 0.24% 90
2017
Q2 		$3.46M Buy
50,218
+28,532
+132% +$1.97M 0.26% 87
2017
Q1 		$1.44M Sell
21,686
-2,686
-11% -$172K 0.11% 193
2016
Q4 		$1.55M Sell
24,372
-4,458
-15% -$282K 0.12% 178
2016
Q3 		$1.85M Buy
28,830
+5,696
+25% +$383K 0.15% 149
2016
Q2 		$1.56M Buy
23,134
+10,370
+81% +$693K 0.12% 179
2016
Q1 		$854K Buy
12,764
+2,491
+24% +$159K 0.07% 256
2015
Q4 		$644K Buy
10,273
+3,783
+58% +$247K 0.05% 338
2015
Q3 		$428K Buy
+6,490
New +$422K 0.04% 382
2015
Q1 		– Sell
-1,646
Closed -$100K – 1017
2014
Q4 		$100K Buy
+1,646
New +$103K 0.01% 925

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

National Planning Corporation's EFAV Position: Q4 2017 in Review

National Planning Corporation sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2017, closing a stake of 41,170 shares — an estimated $2.93M sold.

National Planning Corporation first reported a position in EFAV in Q4 2014 and held it in 10 quarters. The position peaked at $3.46M in Q2 2017. 320 funds tracked by Wall St. Rank hold EFAV as of Q4 2017.

  • National Planning Corporation reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 41,170 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2017, an estimated $2.93M.
  • National Planning Corporation first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2014 and held it in 10 quarters.
  • National Planning Corporation's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.46M in Q2 2017.
  • 320 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.