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

WealthShield’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
2017
Q4 		$237K Buy
+3,233
New +$233K 0.14% 115

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

WealthShield's EFAV Position: Q4 2017 in Review

WealthShield opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2017: 3,233 shares worth $237K. The stake represents 0.14% of the portfolio and ranks #115 among its holdings.

320 funds tracked by Wall St. Rank hold EFAV as of Q4 2017.

  • WealthShield held 3,233 shares of iShares MSCI EAFE Min Vol Factor ETF worth $237K as of Q4 2017.
  • iShares MSCI EAFE Min Vol Factor ETF was a new WealthShield position in Q4 2017.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.14% of WealthShield's portfolio in Q4 2017, its #115 holding.
  • 320 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.