AFG
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Atomi Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Atomi Financial Group’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 		$1.3M Buy
14,264
+123
+0.9% +$11.1K 0.04% 349
2025
Q4 		$1.22M Buy
14,141
+17
+0.1% +$1.45K 0.04% 354
2025
Q3 		$1.2M Sell
14,124
-39
-0.3% -$3.29K 0.04% 316
2025
Q2 		$1.19M Sell
14,163
-179
-1% -$14.7K 0.05% 288
2025
Q1 		$1.12M Buy
14,342
+4,973
+53% +$371K 0.05% 278
2024
Q4 		$663K Buy
9,369
+4,047
+76% +$298K 0.03% 370
2024
Q3 		$408K Buy
5,322
+165
+3% +$12.2K 0.03% 535
2024
Q2 		$358K Buy
5,157
+649
+14% +$45.6K 0.03% 523
2024
Q1 		$320K Buy
4,508
+12
+0.3% +$835 0.03% 512
2023
Q4 		$312K Buy
4,496
+281
+7% +$18.6K 0.04% 405
2023
Q3 		$275K Buy
+4,215
New +$283K 0.09% 255

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