Westover Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Westover Capital Advisors’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
2021 Q1	–	Sell	-2,917	Closed	-$214K	–	168
2020 Q4	$214K	Buy	+2,917	New	+$206K	0.08%	145
2020 Q1	–	Sell	-83,585	Closed	-$6.23M	–	124
2019 Q4	$6.23M	Buy	83,585 +1,142	+1%	+$85.1K	2.79%	6
2019 Q3	$6.04M	Buy	82,443 +5,854	+8%	+$424K	2.85%	6
2019 Q2	$5.56M	Buy	76,589 +9,959	+15%	+$716K	2.75%	6
2019 Q1	$4.8M	Buy	66,630 +26,665	+67%	+$1.87M	2.49%	7
2018 Q4	$2.66M	Buy	39,965 +12,850	+47%	+$883K	1.67%	21
2018 Q3	$1.97M	Buy	+27,115	New	+$1.96M	1%	37

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Westover Capital Advisors's EFAV Position: Q1 2021 in Review

Westover Capital Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2021, closing a stake of 2,917 shares — an estimated $214K sold.

Westover Capital Advisors first reported a position in EFAV in Q3 2018 and held it in 7 quarters. The position peaked at $6.23M in Q4 2019. 563 funds tracked by Wall St. Rank hold EFAV as of Q1 2021.

Westover Capital Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Westover Capital Advisors sold 2,917 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2021, an estimated $214K.
Westover Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2018 and held it in 7 quarters.
Westover Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.23M in Q4 2019.
563 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2021.

Based on Westover Capital Advisors's 13F filing for Q1 2021, filed 18 May 2021.