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

Summit Securities 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
2018
Q1 		– Sell
-5,000
Closed -$365K – 174
2017
Q4 		$365K Buy
+5,000
New +$360K 0.04% 117

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Summit Securities Group's EFAV Position: Q1 2018 in Review

Summit Securities Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2018, closing a stake of 5,000 shares — an estimated $365K sold.

Summit Securities Group first reported a position in EFAV in Q4 2017 and held it in 1 quarter. The position peaked at $365K in Q4 2017. 333 funds tracked by Wall St. Rank hold EFAV as of Q1 2018.

  • Summit Securities Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Securities Group sold 5,000 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2018, an estimated $365K.
  • Summit Securities Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 1 quarter.
  • Summit Securities Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $365K in Q4 2017.
  • 333 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2018.

Based on Summit Securities Group's 13F filing for Q1 2018, filed 1 May 2018.