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Opes Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Opes Advisors’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
Q2 		– Sell
-3,050
Closed -$201K – 67
2017
Q1 		$201K Sell
3,050
-39,460
-93% -$2.53M 0.14% 53
2016
Q4 		$2.6M Buy
+42,510
New +$2.69M 2.67% 16

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Opes Advisors's EFAV Position: Q2 2017 in Review

Opes Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2017, closing a stake of 3,050 shares — an estimated $201K sold.

Opes Advisors first reported a position in EFAV in Q4 2016 and held it in 2 quarters. The position peaked at $2.6M in Q4 2016. 259 funds tracked by Wall St. Rank hold EFAV as of Q2 2017.

  • Opes Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Opes Advisors sold 3,050 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2017, an estimated $201K.
  • Opes Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and held it in 2 quarters.
  • Opes Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.6M in Q4 2016.
  • 259 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2017.

Based on Opes Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.