Wealth Advisors of Tampa Bay’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealth Advisors of Tampa Bay’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	-4,406	Closed	-$320K	–	70
2019 Q2	$320K	Sell	4,406 -407	-8%	-$29.3K	0.23%	67
2019 Q1	$347K	Sell	4,813 -8,150	-63%	-$571K	0.25%	60
2018 Q4	$865K	Sell	12,963 -1,209	-9%	-$83.1K	0.7%	41
2018 Q3	$1.03M	Hold	14,172	–	–	0.72%	44
2018 Q2	$1M	Buy	14,172 +673	+5%	+$49.5K	0.76%	41
2018 Q1	$995K	Buy	13,499 +935	+7%	+$69K	0.72%	43
2017 Q4	$933K	Buy	+12,564	New	+$905K	0.64%	45

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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealth Advisors of Tampa Bay's EFAV Position: Q3 2019 in Review

Wealth Advisors of Tampa Bay sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2019, closing a stake of 4,406 shares — an estimated $320K sold.

Wealth Advisors of Tampa Bay first reported a position in EFAV in Q4 2017 and held it in 7 quarters. The position peaked at $1.03M in Q3 2018. 450 funds tracked by Wall St. Rank hold EFAV as of Q3 2019.

Wealth Advisors of Tampa Bay reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 4,406 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2019, an estimated $320K.
Wealth Advisors of Tampa Bay first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 7 quarters.
Wealth Advisors of Tampa Bay's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.03M in Q3 2018.
450 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2019, filed 6 Nov 2019.