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Strategic Capital Alternatives’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$10K Sell
168
-160
-49% -$10.4K ﹤0.01% 262
2015
Q2 		$22K Hold
328
– – 0.01% 368
2015
Q1 		$22K Buy
+328
New +$21.2K 0.01% 270
2014
Q4 		– Sell
-168
Closed -$11K – 153
2014
Q3 		$11K Buy
+168
New +$10.9K ﹤0.01% 394

Other funds holding EFAV

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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 $617B AUM 30.33% 1-Year Est. Return

Strategic Capital Alternatives's EFAV Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 49% in Q3 2015, selling an estimated $10.4K and leaving 168 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Strategic Capital Alternatives first reported a position in EFAV in Q3 2014 and has held it in 4 quarters since. The position peaked at $22K in Q2 2015. 155 funds tracked by Wall St. Rank hold EFAV as of Q3 2015.

  • Strategic Capital Alternatives held 168 shares of iShares MSCI EAFE Min Vol Factor ETF worth $10K as of Q3 2015.
  • Strategic Capital Alternatives sold 160 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2015, an estimated $10.4K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #262 holding.
  • Strategic Capital Alternatives first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2014 and has held it in 4 quarters since.
  • Strategic Capital Alternatives's iShares MSCI EAFE Min Vol Factor ETF position peaked at $22K in Q2 2015.
  • 155 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.