West Coast Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

West Coast Financial’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 Q2	–	Sell	-5,030	Closed	-$312K	–	104
2020 Q1	$312K	Sell	5,030 -490	-9%	-$34.4K	0.08%	82
2019 Q4	$411K	Buy	5,520 +125	+2%	+$9.31K	0.09%	86
2019 Q3	$395K	Hold	5,395	–	–	0.09%	87
2019 Q2	$392K	Hold	5,395	–	–	0.09%	87
2019 Q1	$388K	Sell	5,395 -715	-12%	-$50.1K	0.09%	91
2018 Q4	$407K	Buy	+6,110	New	+$420K	0.12%	83

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

West Coast Financial's EFAV Position: Q2 2020 in Review

West Coast Financial sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2020, closing a stake of 5,030 shares — an estimated $312K sold.

West Coast Financial first reported a position in EFAV in Q4 2018 and held it in 6 quarters. The position peaked at $411K in Q4 2019. 520 funds tracked by Wall St. Rank hold EFAV as of Q2 2020.

West Coast Financial reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
West Coast Financial sold 5,030 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2020, an estimated $312K.
West Coast Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 6 quarters.
West Coast Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $411K in Q4 2019.
520 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2020.

Based on West Coast Financial's 13F filing for Q2 2020, filed 13 Jul 2020.