SimpliFi Inc. Decreases Holdings in iShares Edge MSCI Min Vol EAFE ETF (EFAV)

SimpliFi Inc. trimmed its position in shares of iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV) by 0.7% during the first quarter, HoldingsChannel reports. The firm owned 274,522 shares of the company’s stock after selling 2,012 shares during the quarter. iShares Edge MSCI Min Vol EAFE ETF makes up approximately 12.5% of SimpliFi Inc.’s portfolio, making the stock its 4th biggest holding. SimpliFi Inc.’s holdings in iShares Edge MSCI Min Vol EAFE ETF were worth $19,766,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. SVA Plumb Wealth Management LLC raised its stake in shares of iShares Edge MSCI Min Vol EAFE ETF by 2.1% in the fourth quarter. SVA Plumb Wealth Management LLC now owns 7,597 shares of the company’s stock valued at $506,000 after acquiring an additional 154 shares in the last quarter. V Wealth Advisors LLC raised its stake in iShares Edge MSCI Min Vol EAFE ETF by 5.0% in the fourth quarter. V Wealth Advisors LLC now owns 3,917 shares of the company’s stock valued at $267,000 after buying an additional 188 shares in the last quarter. National Asset Management Inc. raised its stake in iShares Edge MSCI Min Vol EAFE ETF by 3.9% in the fourth quarter. National Asset Management Inc. now owns 5,096 shares of the company’s stock valued at $341,000 after buying an additional 191 shares in the last quarter. Valeo Financial Advisors LLC raised its stake in iShares Edge MSCI Min Vol EAFE ETF by 17.9% in the fourth quarter. Valeo Financial Advisors LLC now owns 1,595 shares of the company’s stock valued at $106,000 after buying an additional 242 shares in the last quarter. Finally, First National Trust Co raised its stake in iShares Edge MSCI Min Vol EAFE ETF by 4.5% in the fourth quarter. First National Trust Co now owns 6,551 shares of the company’s stock valued at $437,000 after buying an additional 285 shares in the last quarter.

iShares Edge MSCI Min Vol EAFE ETF stock opened at $71.99 on Wednesday. iShares Edge MSCI Min Vol EAFE ETF has a 1-year low of $64.68 and a 1-year high of $76.51.

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Institutional Ownership by Quarter for iShares Edge MSCI Min Vol EAFE ETF (BATS:EFAV)

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