AWA
EFAV icon

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

Arkadios 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
2026
Q1 		$2.28M Sell
24,903
-1,126
-4% -$102K 0.04% 462
2025
Q4 		$2.25M Buy
26,029
+11,843
+83% +$1.01M 0.04% 418
2025
Q3 		$1.2M Sell
14,186
-1,041
-7% -$87.9K 0.03% 571
2025
Q2 		$1.28M Sell
15,227
-234
-2% -$19.2K 0.04% 479
2025
Q1 		$1.2M Buy
+15,461
New +$1.15M 0.05% 402
2021
Q4 		– Sell
-300
Closed -$22K – 897
2021
Q3 		$22K Hold
300
– – ﹤0.01% 1171
2021
Q2 		$22K Sell
300
-70
-19% -$5.27K ﹤0.01% 1240
2021
Q1 		$27K Buy
+370
New +$27.2K ﹤0.01% 881

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return