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Rockefeller Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Rockefeller Financial Services’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
Q4 		– Sell
-2,000
Closed -$122K – 516
2013
Q3 		$122K Hold
2,000
– – ﹤0.01% 375
2013
Q2 		$114K Buy
+2,000
New +$120K ﹤0.01% 381

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WIM
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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BlackRock
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LTFS
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Rockefeller Financial Services's EFAV Position: Q4 2013 in Review

Rockefeller Financial Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2013, closing a stake of 2,000 shares — an estimated $122K sold.

Rockefeller Financial Services first reported a position in EFAV in Q2 2013 and held it in 2 quarters. The position peaked at $122K in Q3 2013. 66 funds tracked by Wall St. Rank hold EFAV as of Q4 2013.

  • Rockefeller Financial Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,000 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2013, an estimated $122K.
  • Rockefeller Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $122K in Q3 2013.
  • 66 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2013.

Based on Rockefeller Financial Services's 13F filing for Q4 2013, filed 3 Feb 2014.