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R & A Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

R & A Capital Management’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
2013
Q3 		$514K Hold
8,441
– – 2.34% 10
2013
Q2 		$483K Buy
+8,441
New +$505K 2.34% 10

Other funds holding EFAV

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

R & A Capital Management's EFAV Position: Q3 2013 in Review

R & A Capital Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2013 at 8,441 shares worth $514K. The position accounts for 2.34% of the portfolio, ranked #10.

R & A Capital Management first reported a position in EFAV in Q2 2013 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold EFAV as of Q3 2013.

  • R & A Capital Management held 8,441 shares of iShares MSCI EAFE Min Vol Factor ETF worth $514K as of Q3 2013.
  • R & A Capital Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2013.
  • iShares MSCI EAFE Min Vol Factor ETF made up 2.34% of R & A Capital Management's portfolio in Q3 2013, its #10 holding.
  • R & A Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2013.

Based on R & A Capital Management's 13F filing for Q3 2013, filed 18 Oct 2013.