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

WFG 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
2017
Q2 		$207K Buy
2,993
+1,696
+131% +$117K 0.05% 361
2017
Q1 		$86K Sell
1,297
-767
-37% -$49.1K 0.02% 516
2016
Q4 		$126K Sell
2,064
-569
-22% -$36K 0.03% 470
2016
Q3 		$178K Buy
2,633
+600
+30% +$40.4K 0.04% 395
2016
Q2 		$135K Buy
2,033
+1,086
+115% +$72.6K 0.04% 428
2016
Q1 		$63K Hold
947
– – 0.02% 600
2015
Q4 		$61K Buy
947
+9
+1% +$587 0.02% 611
2015
Q3 		$58K Sell
938
-289
-24% -$18.8K 0.02% 598
2015
Q2 		$80K Hold
1,227
– – 0.02% 596
2015
Q1 		$81K Sell
1,227
-1,483
-55% -$96K 0.02% 594
2014
Q4 		$167K Sell
2,710
-2,877
-51% -$180K 0.03% 485
2014
Q3 		$350K Buy
5,587
+1,386
+33% +$89.9K 0.07% 331
2014
Q2 		$275K Hold
4,201
– – 0.05% 375
2014
Q1 		$264K Buy
4,201
+2,767
+193% +$170K 0.05% 375
2013
Q4 		$88K Buy
1,434
+892
+165% +$54.6K 0.01% 792
2013
Q3 		$33K Buy
542
+7
+1% +$415 0.01% 1079
2013
Q2 		$31K Buy
+535
New +$32K 0.01% 1053

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WFG Advisors's EFAV Position: Q2 2017 in Review

WFG Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 131% in Q2 2017, buying an estimated $117K and bringing the position to 2,993 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #361.

WFG Advisors first reported a position in EFAV in Q2 2013 and has held it in 17 quarters since. The position peaked at $350K in Q3 2014. 259 funds tracked by Wall St. Rank hold EFAV as of Q2 2017.

  • WFG Advisors held 2,993 shares of iShares MSCI EAFE Min Vol Factor ETF worth $207K as of Q2 2017.
  • WFG Advisors bought 1,696 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2017, an estimated $117K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #361 holding.
  • WFG Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $350K in Q3 2014.
  • 259 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.