Sequoia Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sequoia Wealth Management’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 Q4	–	Sell	-8,880	Closed	-$647K	–	64
2018 Q3	$647K	Sell	8,880 -481	-5%	-$34.7K	0.56%	37
2018 Q2	$657K	Buy	9,361 +1,859	+25%	+$137K	0.7%	35
2018 Q1	$552K	Buy	7,502 +2,420	+48%	+$179K	0.53%	33
2017 Q4	$378K	Buy	+5,082	New	+$366K	0.34%	37

Other funds holding EFAV

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

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

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

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

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

RJFSA

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

Sequoia Wealth Management's EFAV Position: Q4 2018 in Review

Sequoia Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2018, closing a stake of 8,880 shares — an estimated $647K sold.

Sequoia Wealth Management first reported a position in EFAV in Q4 2017 and held it in 4 quarters. The position peaked at $657K in Q2 2018. 413 funds tracked by Wall St. Rank hold EFAV as of Q4 2018.

Sequoia Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
Sequoia Wealth Management sold 8,880 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2018, an estimated $647K.
Sequoia Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 4 quarters.
Sequoia Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $657K in Q2 2018.
413 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2018.

Based on Sequoia Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.