SFA
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Spectrum Financial Alliance’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Spectrum Financial Alliance’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
2019
Q1 		– Sell
-1,295
Closed -$86K – 39
2018
Q4 		$86K Buy
1,295
+363
+39% +$24.9K 0.07% 24
2018
Q3 		$67K Buy
932
+344
+59% +$24.8K 0.04% 24
2018
Q2 		$41K Buy
+588
New +$43.2K 0.03% 30

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spectrum Financial Alliance's EFAV Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2019, closing a stake of 1,295 shares — an estimated $86K sold.

Spectrum Financial Alliance first reported a position in EFAV in Q2 2018 and held it in 3 quarters. The position peaked at $86K in Q4 2018. 427 funds tracked by Wall St. Rank hold EFAV as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 1,295 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2019, an estimated $86K.
  • Spectrum Financial Alliance first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 3 quarters.
  • Spectrum Financial Alliance's iShares MSCI EAFE Min Vol Factor ETF position peaked at $86K in Q4 2018.
  • 427 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.