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Alaska Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Alaska Wealth Advisors’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
Q1 		– Sell
-6,038
Closed -$427K – 62
2024
Q4 		$427K Sell
6,038
-598
-9% -$44K 0.07% 47
2024
Q3 		$509K Sell
6,636
-2,326
-26% -$172K 0.08% 44
2024
Q2 		$622K Sell
8,962
-95,322
-91% -$6.69M 0.1% 42
2024
Q1 		$7.39M Buy
104,284
+103,314
+10,651% +$7.19M 1.12% 20
2023
Q4 		$67.3K Sell
970
-390
-29% -$25.8K 0.01% 83
2023
Q3 		$88.7K Sell
1,360
-99
-7% -$6.65K 0.01% 76
2023
Q2 		$98.5K Sell
1,459
-1,455
-50% -$100K 0.02% 77
2023
Q1 		$197K Sell
2,914
-98,607
-97% -$6.49M 0.03% 57
2022
Q4 		$6.46M Buy
101,521
+5,002
+5% +$306K 1.16% 17
2022
Q3 		$5.5M Buy
96,519
+53,344
+124% +$3.35M 1.08% 19
2022
Q2 		$2.73M Buy
+43,175
New +$2.9M 0.55% 23
2020
Q1 		– Sell
-53,432
Closed -$3.98M – 58
2019
Q4 		$3.98M Buy
+53,432
New +$3.98M 0.64% 21

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Alaska Wealth Advisors's EFAV Position: Q1 2025 in Review

Alaska Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 6,038 shares — an estimated $427K sold.

Alaska Wealth Advisors first reported a position in EFAV in Q4 2019 and held it in 12 quarters. The position peaked at $7.39M in Q1 2024. 484 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Alaska Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Alaska Wealth Advisors sold 6,038 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $427K.
  • Alaska Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 12 quarters.
  • Alaska Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.39M in Q1 2024.
  • 484 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Alaska Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.