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Whitney & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-190
Closed -$13K – 202
2018
Q3 		$13K Hold
190
– – ﹤0.01% 294
2018
Q2 		$14K Buy
+190
New +$14K ﹤0.01% 222

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Whitney & Co's EFAV Position: Q4 2018 in Review

Whitney & Co sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2018, closing a stake of 190 shares — an estimated $13K sold.

Whitney & Co first reported a position in EFAV in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 413 funds tracked by Wall St. Rank hold EFAV as of Q4 2018.

  • Whitney & Co reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 190 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2018, an estimated $13K.
  • Whitney & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 2 quarters.
  • Whitney & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $14K in Q2 2018.
  • 413 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.