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Vantage Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Vantage Investment Advisors’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
Q3 		$440K Sell
6,042
-354
-6% -$25.5K 0.09% 106
2018
Q2 		$455K Sell
6,396
-244
-4% -$17.9K 0.11% 96
2018
Q1 		$489K Sell
6,640
-1,760
-21% -$130K 0.12% 92
2017
Q4 		$613K Buy
8,400
+1
+0% +$72 0.14% 81
2017
Q3 		$597K Buy
8,399
+105
+1% +$7.39K 0.15% 76
2017
Q2 		$574K Buy
8,294
+76
+0.9% +$5.24K 0.17% 78
2017
Q1 		$542K Buy
8,218
+331
+4% +$21.2K 0.18% 78
2016
Q4 		$483K Buy
7,887
+7,163
+989% +$453K 0.2% 76
2016
Q3 		$49K Buy
724
+50
+7% +$3.36K 0.02% 248
2016
Q2 		$45K Sell
674
-552
-45% -$36.9K 0.02% 272
2016
Q1 		$81K Buy
1,226
+400
+48% +$25.5K 0.04% 189
2015
Q4 		$54K Buy
826
+6
+0.7% +$391 0.03% 229
2015
Q3 		$51K Buy
820
+636
+346% +$41.4K 0.03% 222
2015
Q2 		$12K Sell
184
-184
-50% -$12.5K 0.01% 445
2015
Q1 		$24K Buy
+368
New +$23.8K 0.01% 456

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
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vantage Investment Advisors's EFAV Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5.5% in Q3 2018, selling an estimated $25.5K and leaving 6,042 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #106.

Vantage Investment Advisors first reported a position in EFAV in Q1 2015 and has held it in 15 quarters since. The position peaked at $613K in Q4 2017. 345 funds tracked by Wall St. Rank hold EFAV as of Q3 2018.

  • Vantage Investment Advisors held 6,042 shares of iShares MSCI EAFE Min Vol Factor ETF worth $440K as of Q3 2018.
  • Vantage Investment Advisors sold 354 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2018, an estimated $25.5K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.09% of Vantage Investment Advisors's portfolio in Q3 2018, its #106 holding.
  • Vantage Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2015 and has held it in 15 quarters since.
  • Vantage Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $613K in Q4 2017.
  • 345 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.