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Winslow Evans & Crocker’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Winslow Evans & Crocker’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
Q4 		$175K Buy
2,386
+1,991
+504% +$140K 0.03% 352
2020
Q3 		$27K Hold
395
– – 0.01% 568
2020
Q2 		$26K Sell
395
-135
-25% -$8.76K 0.01% 567
2020
Q1 		$36K Hold
530
– – 0.01% 479
2019
Q4 		$42K Buy
530
+380
+253% +$28.3K 0.01% 527
2019
Q3 		$12K Hold
150
– – ﹤0.01% 748
2019
Q2 		$12K Hold
150
– – ﹤0.01% 765
2019
Q1 		$12K Hold
150
– – ﹤0.01% 767
2018
Q4 		$12K Hold
150
– – ﹤0.01% 725
2018
Q3 		$12K Buy
150
+70
+88% +$5.05K ﹤0.01% 761
2018
Q2 		$6K Hold
80
– – ﹤0.01% 897
2018
Q1 		$5.9K Hold
80
– – ﹤0.01% 885
2017
Q4 		$5.84K Hold
80
– – ﹤0.01% 906
2017
Q3 		$5.69K Sell
80
-1,655
-95% -$117K ﹤0.01% 915
2017
Q2 		$120K Buy
1,735
+209
+14% +$14.4K 0.03% 398
2017
Q1 		$101K Hold
1,526
– – 0.03% 415
2016
Q4 		$93.4K Hold
1,526
– – 0.03% 418
2016
Q3 		$103K Sell
1,526
-86
-5% -$5.79K 0.03% 400
2016
Q2 		$107K Buy
1,612
+1,247
+342% +$83.4K 0.03% 367
2016
Q1 		$24.3K Buy
365
+289
+380% +$18.4K 0.01% 649
2015
Q4 		$4.87K Buy
+76
New +$4.95K ﹤0.01% 1077

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's EFAV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 504% in Q4 2020, buying an estimated $140K and bringing the position to 2,386 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #352.

Winslow Evans & Crocker first reported a position in EFAV in Q4 2015 and has held it in 21 quarters since. 587 funds tracked by Wall St. Rank hold EFAV as of Q4 2020.

  • Winslow Evans & Crocker held 2,386 shares of iShares MSCI EAFE Min Vol Factor ETF worth $175K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,991 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2020, an estimated $140K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #352 holding.
  • Winslow Evans & Crocker first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and has held it in 21 quarters since.
  • 587 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.