NEXT Financial Holdings’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

NEXT Financial Holdings’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 Q1	$103K	Buy	+1,430	New	+$100K	0.03%	525

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEXT Financial Holdings's EFAV Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2019: 1,430 shares worth $103K. The stake represents 0.03% of the portfolio and ranks #525 among its holdings.

428 funds tracked by Wall St. Rank hold EFAV as of Q1 2019.

NEXT Financial Holdings held 1,430 shares of iShares MSCI EAFE Min Vol Factor ETF worth $103K as of Q1 2019.
iShares MSCI EAFE Min Vol Factor ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #525 holding.
428 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.