AWM
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Accredited Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$17K Buy
482
+429
+809% +$36.2K 0.01% 212
2025
Q2 		$4.46K Sell
53
-197
-79% -$16.1K ﹤0.01% 323
2025
Q1 		$19.5K Hold
250
– – 0.02% 181
2024
Q4 		$17.7K Buy
+250
New +$18.4K 0.02% 204

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Accredited Wealth Management's EFAV Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 809% in Q3 2025, buying an estimated $36.2K and bringing the position to 482 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #212.

Accredited Wealth Management first reported a position in EFAV in Q4 2024 and has held it in 4 quarters since. The position peaked at $19.5K in Q1 2025. 515 funds tracked by Wall St. Rank hold EFAV as of Q3 2025.

  • Accredited Wealth Management held 482 shares of iShares MSCI EAFE Min Vol Factor ETF worth $17K as of Q3 2025.
  • Accredited Wealth Management bought 429 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2025, an estimated $36.2K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #212 holding.
  • Accredited Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $19.5K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.