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United Services Automobile Association’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

United Services Automobile Association’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
2019
Q3 		– Sell
-2,621,400
Closed -$190M – 798
2019
Q2 		$190M Hold
2,621,400
– – 0.47% 38
2019
Q1 		$189M Hold
2,621,400
– – 0.49% 38
2018
Q4 		$175M Sell
2,621,400
-74,750
-3% -$5.14M 0.51% 32
2018
Q3 		$196M Sell
2,696,150
-60,280
-2% -$4.35M 0.49% 34
2018
Q2 		$196M Sell
2,756,430
-63,970
-2% -$4.7M 0.52% 35
2018
Q1 		$208M Sell
2,820,400
-32,440
-1% -$2.39M 0.56% 27
2017
Q4 		$208M Hold
2,852,840
– – 0.57% 31
2017
Q3 		$203M Hold
2,852,840
– – 0.59% 30
2017
Q2 		$198M Buy
2,852,840
+525,600
+23% +$36.2M 0.6% 30
2017
Q1 		$154M Buy
2,327,240
+1,050,000
+82% +$67.2M 0.48% 44
2016
Q4 		$78.2M Hold
1,277,240
– – 0.26% 81
2016
Q3 		$86.4M Buy
1,277,240
+153,800
+14% +$10.3M 0.29% 73
2016
Q2 		$74.6M Sell
1,123,440
-182,740
-14% -$12.2M 0.27% 93
2016
Q1 		$86.8M Buy
1,306,180
+704,780
+117% +$44.8M 0.31% 71
2015
Q4 		$39M Buy
601,400
+50,700
+9% +$3.3M 0.14% 175
2015
Q3 		$34.4M Buy
550,700
+507,100
+1,163% +$33M 0.13% 191
2015
Q2 		$2.85M Buy
43,600
+31,300
+254% +$2.12M 0.01% 889
2015
Q1 		$810K Buy
+12,300
New +$796K ﹤0.01% 1147

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

United Services Automobile Association's EFAV Position: Q3 2019 in Review

United Services Automobile Association sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2019, closing a stake of 2,621,400 shares — an estimated $190M sold.

United Services Automobile Association first reported a position in EFAV in Q1 2015 and held it in 18 quarters. The position peaked at $208M in Q4 2017. 450 funds tracked by Wall St. Rank hold EFAV as of Q3 2019.

  • United Services Automobile Association reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 2,621,400 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2019, an estimated $190M.
  • United Services Automobile Association first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2015 and held it in 18 quarters.
  • United Services Automobile Association's iShares MSCI EAFE Min Vol Factor ETF position peaked at $208M in Q4 2017.
  • 450 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.