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Sanders Morris Harris’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sanders Morris Harris’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
2016
Q3 		– Sell
-38,139
Closed -$2.53M – 176
2016
Q2 		$2.53M Buy
38,139
+6,256
+20% +$418K 0.59% 39
2016
Q1 		$2.12M Buy
+31,883
New +$2.03M 0.36% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sanders Morris Harris's EFAV Position: Q3 2016 in Review

Sanders Morris Harris sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2016, closing a stake of 38,139 shares — an estimated $2.53M sold.

Sanders Morris Harris first reported a position in EFAV in Q1 2016 and held it in 2 quarters. The position peaked at $2.53M in Q2 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q3 2016.

  • Sanders Morris Harris reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 38,139 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2016, an estimated $2.53M.
  • Sanders Morris Harris first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.53M in Q2 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.