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

Arete 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 Q4	–	Sell	-2,915	Closed	-$246K	–	469
2025 Q3	$246K	Buy	+2,915	New	+$246K	0.02%	663
2020 Q3	–	Sell	-5,334	Closed	-$352K	–	389
2020 Q2	$352K	Sell	5,334 -14,135	-73%	-$917K	0.06%	267
2020 Q1	$1.21M	Buy	+19,469	New	+$1.37M	0.24%	99
2019 Q3	–	Sell	-3,265	Closed	-$237K	–	417
2019 Q2	$237K	Buy	+3,265	New	+$235K	0.05%	338
2016 Q2	–	Sell	-8,800	Closed	-$585K	–	149
2016 Q1	$585K	Buy	+8,800	New	+$560K	0.35%	51

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Arete Wealth Advisors's EFAV Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2025, closing a stake of 2,915 shares — an estimated $246K sold.

Arete Wealth Advisors first reported a position in EFAV in Q1 2016 and held it in 5 quarters. The position peaked at $1.21M in Q1 2020. 537 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

Arete Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 2,915 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $246K.
Arete Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 5 quarters.
Arete Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.21M in Q1 2020.
537 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.