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VSR Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

VSR Financial Services’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
Q2 		$4.22M Buy
63,615
+936
+1% +$62.6K 0.7% 30
2016
Q1 		$4.16M Buy
62,679
+31,676
+102% +$2.02M 0.44% 56
2015
Q4 		$2.01M Buy
+31,003
New +$2.02M 0.21% 117

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VSR Financial Services's EFAV Position: Q2 2016 in Review

VSR Financial Services increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.5% in Q2 2016, buying an estimated $62.6K and bringing the position to 63,615 shares worth $4.22M. The position accounts for 0.7% of the portfolio, ranked #30.

VSR Financial Services first reported a position in EFAV in Q4 2015 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold EFAV as of Q2 2016.

  • VSR Financial Services held 63,615 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.22M as of Q2 2016.
  • VSR Financial Services bought 936 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2016, an estimated $62.6K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.7% of VSR Financial Services's portfolio in Q2 2016, its #30 holding.
  • VSR Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.