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YorkBridge Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-40
Closed -$3K – 889
2017
Q2 		$3K Hold
40
– – ﹤0.01% 732
2017
Q1 		$3K Buy
+40
New +$2.56K ﹤0.01% 721

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

YorkBridge Wealth Partners's EFAV Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2017, closing a stake of 40 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in EFAV in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 258 funds tracked by Wall St. Rank hold EFAV as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 40 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2017, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3K in Q2 2017.
  • 258 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.