QFA
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Quattro Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Quattro Financial 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
Q4 		– Sell
-14,592
Closed -$1.03M – 65
2017
Q3 		$1.03M Sell
14,592
-27,306
-65% -$1.92M 0.31% 48
2017
Q2 		$2.9M Sell
41,898
-959
-2% -$66.1K 1.18% 30
2017
Q1 		$2.83M Buy
+42,857
New +$2.74M 1.42% 24

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

Quattro Financial Advisors's EFAV Position: Q4 2017 in Review

Quattro Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2017, closing a stake of 14,592 shares — an estimated $1.03M sold.

Quattro Financial Advisors first reported a position in EFAV in Q1 2017 and held it in 3 quarters. The position peaked at $2.9M in Q2 2017. 319 funds tracked by Wall St. Rank hold EFAV as of Q4 2017.

  • Quattro Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Quattro Financial Advisors sold 14,592 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2017, an estimated $1.03M.
  • Quattro Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and held it in 3 quarters.
  • Quattro Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.9M in Q2 2017.
  • 319 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2017.

Based on Quattro Financial Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.