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Sageworth Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sageworth Trust’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
2018
Q1 		– Sell
-50
Closed -$4K – 131
2017
Q4 		$4K Hold
50
– – ﹤0.01% 68
2017
Q3 		$4K Sell
50
-684
-93% -$48.2K ﹤0.01% 57
2017
Q2 		$51K Hold
734
– – 0.01% 67
2017
Q1 		$48K Buy
+734
New +$47K 0.01% 43

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sageworth Trust's EFAV Position: Q1 2018 in Review

Sageworth Trust sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2018, closing a stake of 50 shares — an estimated $4K sold.

Sageworth Trust first reported a position in EFAV in Q1 2017 and held it in 4 quarters. The position peaked at $51K in Q2 2017. 333 funds tracked by Wall St. Rank hold EFAV as of Q1 2018.

  • Sageworth Trust reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Sageworth Trust sold 50 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2018, an estimated $4K.
  • Sageworth Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and held it in 4 quarters.
  • Sageworth Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $51K in Q2 2017.
  • 333 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.