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

Aries 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
2026
Q2 		$525K Buy
5,990
+150
+3% +$13.6K 0.1% 148
2026
Q1 		$534K Hold
5,840
– – 0.12% 143
2025
Q4 		$504K Buy
5,840
+64
+1% +$5.47K 0.11% 145
2025
Q3 		$490K Hold
5,776
– – 0.12% 144
2025
Q2 		$486K Sell
5,776
-12,964
-69% -$1.06M 0.13% 138
2025
Q1 		$1.46M Buy
18,740
+590
+3% +$44K 0.4% 65
2024
Q4 		$1.28M Sell
18,150
-1,264
-7% -$93K 0.35% 68
2024
Q3 		$1.49M Sell
19,414
-481
-2% -$35.5K 0.41% 59
2024
Q2 		$1.38M Buy
19,895
+260
+1% +$18.3K 0.43% 57
2024
Q1 		$1.39M Buy
19,635
+264
+1% +$18.4K 0.45% 60
2023
Q4 		$1.34M Buy
19,371
+103
+0.5% +$6.83K 0.48% 57
2023
Q3 		$1.26M Buy
19,268
+664
+4% +$44.6K 0.49% 60
2023
Q2 		$1.26M Buy
18,604
+5,217
+39% +$360K 0.49% 58
2023
Q1 		$906K Buy
13,387
+8,265
+161% +$544K 0.37% 75
2022
Q4 		$326K Buy
5,122
+1,327
+35% +$81.1K 0.14% 133
2022
Q3 		$222K Buy
+3,795
New +$238K 0.1% 165

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Aries Wealth Management's EFAV Position: Q2 2026 in Review

Aries Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.6% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,990 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #148.

Aries Wealth Management first reported a position in EFAV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.49M in Q3 2024. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Aries Wealth Management held 5,990 shares of iShares MSCI EAFE Min Vol Factor ETF worth $525K as of Q2 2026.
  • Aries Wealth Management bought 150 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $13.6K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Aries Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2022 and has held it in 16 quarters since.
  • Aries Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.49M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.