RFA
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Reilly Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Reilly 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
2021
Q2 		– Sell
-220
Closed -$16K – 1016
2021
Q1 		$16K Buy
+220
New +$16.1K ﹤0.01% 583
2019
Q3 		– Sell
-313
Closed -$23K – 908
2019
Q2 		$23K Sell
313
-37
-11% -$2.66K ﹤0.01% 500
2019
Q1 		$25K Hold
350
– – ﹤0.01% 476
2018
Q4 		$23K Hold
350
– – ﹤0.01% 455
2018
Q3 		$25K Hold
350
– – ﹤0.01% 499
2018
Q2 		$25K Hold
350
– – ﹤0.01% 445
2018
Q1 		$26K Buy
350
+313
+846% +$23.1K ﹤0.01% 414
2017
Q4 		$3K Hold
37
– – ﹤0.01% 836
2017
Q3 		$3K Sell
37
-64
-63% -$4.51K ﹤0.01% 832
2017
Q2 		$7K Buy
+101
New +$6.96K ﹤0.01% 711

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return