Wealthspire Advisors (Maryland)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-79	Closed	-$6K	–	891
2019 Q1	$6K	Buy	79 +34	+76%	+$2.38K	﹤0.01%	1733
2018 Q4	$3K	Hold	45	–	–	﹤0.01%	1929
2018 Q3	$3K	Hold	45	–	–	﹤0.01%	2015
2018 Q2	$3K	Sell	45 -13	-22%	-$956	﹤0.01%	1991
2018 Q1	$4K	Sell	58 -807	-93%	-$59.5K	﹤0.01%	1897
2017 Q4	$63K	Buy	865 +820	+1,822%	+$59.1K	0.01%	912
2017 Q3	$3K	Hold	45	–	–	﹤0.01%	1900
2017 Q2	$3K	Buy	+45	New	+$3.1K	﹤0.01%	1882
2016 Q4	–	Sell	-33	Closed	-$2K	–	1766
2016 Q3	$2K	Buy	+33	New	+$2.22K	﹤0.01%	1540

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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 $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EFAV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2019, closing a stake of 79 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in EFAV in Q3 2016 and held it in 9 quarters. The position peaked at $63K in Q4 2017. 434 funds tracked by Wall St. Rank hold EFAV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 79 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $63K in Q4 2017.
434 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.