Stanford Investment Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-3,000	Closed	-$184K	–	83
2016 Q4	$184K	Hold	3,000	–	–	0.09%	55
2016 Q3	$203K	Hold	3,000	–	–	0.1%	58
2016 Q2	$199K	Hold	3,000	–	–	0.1%	53
2016 Q1	$199K	Buy	+3,000	New	+$191K	0.11%	52

Other funds holding EFAV

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

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

USAA

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

Stanford Investment Group's EFAV Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2017, closing a stake of 3,000 shares — an estimated $184K sold.

Stanford Investment Group first reported a position in EFAV in Q1 2016 and held it in 4 quarters. The position peaked at $203K in Q3 2016. 236 funds tracked by Wall St. Rank hold EFAV as of Q1 2017.

Stanford Investment Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 3,000 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2017, an estimated $184K.
Stanford Investment Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 4 quarters.
Stanford Investment Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $203K in Q3 2016.
236 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.