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

Ropes Wealth 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
2020 Q1	–	Sell	-268	Closed	-$20K	–	541
2019 Q4	$20K	Sell	268 -40	-13%	-$2.98K	﹤0.01%	415
2019 Q3	$23K	Hold	308	–	–	﹤0.01%	418
2019 Q2	$22K	Hold	308	–	–	﹤0.01%	421
2019 Q1	$22K	Hold	308	–	–	0.01%	400
2018 Q4	$21K	Hold	308	–	–	0.01%	373
2018 Q3	$22K	Buy	+308	New	+$22.2K	0.01%	396

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ropes Wealth Advisors's EFAV Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 268 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in EFAV in Q3 2018 and held it in 6 quarters. The position peaked at $23K in Q3 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

Ropes Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 268 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $20K.
Ropes Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2018 and held it in 6 quarters.
Ropes Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $23K in Q3 2019.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.