Starfire Investment Advisers’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Starfire Investment Advisers’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 Q2	$4.9M	Buy	74,245 +1,725	+2%	+$112K	2.34%	7
2020 Q1	$4.5M	Sell	72,520 -5,098	-7%	-$358K	2.47%	7
2019 Q4	$5.79M	Sell	77,618 -659	-0.8%	-$49.1K	2.21%	11
2019 Q3	$5.74M	Sell	78,277 -838	-1%	-$60.7K	2.35%	10
2019 Q2	$5.75M	Buy	79,115 +558	+0.7%	+$40.1K	2.57%	9
2019 Q1	$5.66M	Buy	78,557 +1,438	+2%	+$101K	2.6%	9
2018 Q4	$5.14M	Buy	+77,119	New	+$5.3M	2.77%	9
2018 Q1	–	Sell	-20,085	Closed	-$1.47M	–	167
2017 Q4	$1.47M	Buy	+20,085	New	+$1.45M	1.17%	20

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Starfire Investment Advisers's EFAV Position: Q2 2020 in Review

Starfire Investment Advisers increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.4% in Q2 2020, buying an estimated $112K and bringing the position to 74,245 shares worth $4.9M. The position accounts for 2.34% of the portfolio, ranked #7.

Starfire Investment Advisers first reported a position in EFAV in Q4 2017 and has held it in 8 quarters since. The position peaked at $5.79M in Q4 2019. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

Starfire Investment Advisers held 74,245 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.9M as of Q2 2020.
Starfire Investment Advisers bought 1,725 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $112K.
iShares MSCI EAFE Min Vol Factor ETF made up 2.34% of Starfire Investment Advisers's portfolio in Q2 2020, its #7 holding.
Starfire Investment Advisers first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 8 quarters since.
Starfire Investment Advisers's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.79M in Q4 2019.
520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.