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

Strid 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
2016
Q4 		$9.92M Buy
162,086
+4,281
+3% +$271K 4.05% 7
2016
Q3 		$10.7M Sell
157,805
-3,163
-2% -$213K 4.8% 7
2016
Q2 		$10.8M Sell
160,968
-10,747
-6% -$719K 4.51% 10
2016
Q1 		$11.4M Sell
171,715
-1,801
-1% -$115K 7.33% 7
2015
Q4 		$11.3M Buy
+173,516
New +$11.3M 4.78% 12

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strid Group's EFAV Position: Q4 2016 in Review

Strid Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.7% in Q4 2016, buying an estimated $271K and bringing the position to 162,086 shares worth $9.92M. The position accounts for 4.05% of the portfolio, ranked #7.

Strid Group first reported a position in EFAV in Q4 2015 and has held it in 5 quarters since. The position peaked at $11.4M in Q1 2016. 247 funds tracked by Wall St. Rank hold EFAV as of Q4 2016.

  • Strid Group held 162,086 shares of iShares MSCI EAFE Min Vol Factor ETF worth $9.92M as of Q4 2016.
  • Strid Group bought 4,281 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2016, an estimated $271K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 4.05% of Strid Group's portfolio in Q4 2016, its #7 holding.
  • Strid Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and has held it in 5 quarters since.
  • Strid Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11.4M in Q1 2016.
  • 247 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2016.

Based on Strid Group's 13F filing for Q4 2016, filed 15 Feb 2017.