RAFFA WEALTH MANAGEMENT, LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-16,937	Closed	-$1.13M	–	728
2018 Q4	$1.13M	Buy	16,937 +175	+1%	+$12K	0.43%	22
2018 Q3	$1.22M	Sell	16,762 -29,460	-64%	-$2.12M	0.43%	26
2018 Q2	$3.29M	Hold	46,222	–	–	1.22%	11
2018 Q1	$3.41M	Buy	46,222 +10,000	+28%	+$738K	1.24%	11
2017 Q4	$2.64M	Sell	36,222 -4,568	-11%	-$329K	1.02%	11
2017 Q3	$2.9M	Hold	40,790	–	–	1.18%	10
2017 Q2	$2.82M	Buy	+40,790	New	+$2.81M	1.22%	9

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EFAV Position: Q1 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2019, closing a stake of 16,937 shares — an estimated $1.13M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EFAV in Q2 2017 and held it in 7 quarters. The position peaked at $3.41M in Q1 2018. 428 funds tracked by Wall St. Rank hold EFAV as of Q1 2019.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2019 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 16,937 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2019, an estimated $1.13M.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and held it in 7 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.41M in Q1 2018.
428 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2019, filed 27 Jul 2026.