Silvercrest Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Silvercrest Asset 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
2020 Q1	–	Sell	-9,105	Closed	-$679K	–	731
2019 Q4	$679K	Buy	+9,105	New	+$678K	0.01%	570
2016 Q3	–	Sell	-3,250	Closed	-$216K	–	539
2016 Q2	$216K	Buy	+3,250	New	+$217K	﹤0.01%	520

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.9T AUM 41.92% 1-Year Est. Return

Silvercrest Asset Management's EFAV Position: Q1 2020 in Review

Silvercrest Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 9,105 shares — an estimated $679K sold.

Silvercrest Asset Management first reported a position in EFAV in Q2 2016 and held it in 2 quarters. The position peaked at $679K in Q4 2019. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

Silvercrest Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Silvercrest Asset Management sold 9,105 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $679K.
Silvercrest Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 2 quarters.
Silvercrest Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $679K in Q4 2019.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Silvercrest Asset Management's 13F filing for Q1 2020, filed 15 May 2020.