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Signature Financial Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Signature Financial 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
2016
Q4 		– Sell
-104,000
Closed -$7.04M – 137
2016
Q3 		$7.04M Buy
+104,000
New +$7M 2.85% 9

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Signature Financial Management's EFAV Position: Q4 2016 in Review

Signature Financial Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2016, closing a stake of 104,000 shares — an estimated $7.04M sold.

Signature Financial Management first reported a position in EFAV in Q3 2016 and held it in 1 quarter. The position peaked at $7.04M in Q3 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

  • Signature Financial Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Signature Financial Management sold 104,000 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2016, an estimated $7.04M.
  • Signature Financial Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and held it in 1 quarter.
  • Signature Financial Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.04M in Q3 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on Signature Financial Management's 13F filing for Q4 2016, filed 8 Feb 2017.