Wealthcare Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealthcare Capital Management’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 Q1	–	Sell	-189	Closed	-$14K	–	369
2019 Q4	$14K	Hold	189	–	–	﹤0.01%	165
2019 Q3	$14K	Buy	+189	New	+$13.7K	﹤0.01%	148
2015 Q3	–	Sell	-443	Closed	-$29K	–	287
2015 Q2	$29K	Sell	443 -458	-51%	-$31.1K	﹤0.01%	133
2015 Q1	$59K	Buy	+901	New	+$58.3K	0.01%	214

Other funds holding EFAV

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Wealthcare Capital Management's EFAV Position: Q1 2020 in Review

Wealthcare Capital Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2020, closing a stake of 189 shares — an estimated $14K sold.

Wealthcare Capital Management first reported a position in EFAV in Q1 2015 and held it in 4 quarters. The position peaked at $59K in Q1 2015. 548 funds tracked by Wall St. Rank hold EFAV as of Q1 2020.

Wealthcare Capital Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 189 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2020, an estimated $14K.
Wealthcare Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $59K in Q1 2015.
548 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.