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Watson Rebecca’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Watson Rebecca’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
2020
Q3 		$2.07M Sell
30,438
-3,150
-9% -$214K 1.22% 18
2020
Q2 		$2.22M Sell
33,588
-139
-0.4% -$9.02K 1.33% 17
2020
Q1 		$2.14M Sell
33,727
-3,306
-9% -$232K 1.48% 17
2019
Q4 		$2.76M Buy
+37,033
New +$2.76M 1.68% 21

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Watson Rebecca's EFAV Position: Q3 2020 in Review

Watson Rebecca reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 9.4% in Q3 2020, selling an estimated $214K and leaving 30,438 shares worth $2.07M. The position accounts for 1.22% of the portfolio, ranked #18.

Watson Rebecca first reported a position in EFAV in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.76M in Q4 2019. 519 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

  • Watson Rebecca held 30,438 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.07M as of Q3 2020.
  • Watson Rebecca sold 3,150 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $214K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 1.22% of Watson Rebecca's portfolio in Q3 2020, its #18 holding.
  • Watson Rebecca first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.76M in Q4 2019.
  • 519 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.