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Stone House Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Stone House Investment 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
2017
Q1 		– Sell
-26,707
Closed -$1.64M – 40
2016
Q4 		$1.64M Buy
+26,707
New +$1.69M 1.37% 23

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stone House Investment Management's EFAV Position: Q1 2017 in Review

Stone House Investment Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2017, closing a stake of 26,707 shares — an estimated $1.64M sold.

Stone House Investment Management first reported a position in EFAV in Q4 2016 and held it in 1 quarter. The position peaked at $1.64M in Q4 2016. 236 funds tracked by Wall St. Rank hold EFAV as of Q1 2017.

  • Stone House Investment Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2017 after selling out during the quarter.
  • Stone House Investment Management sold 26,707 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2017, an estimated $1.64M.
  • Stone House Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and held it in 1 quarter.
  • Stone House Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.64M in Q4 2016.
  • 236 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2017.

Based on Stone House Investment Management's 13F filing for Q1 2017, filed 10 May 2017.