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Atria Wealth Solutions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Atria Wealth Solutions’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
Q2 		$650K Sell
7,737
-46,243
-86% -$3.78M 0.01% 810
2025
Q1 		$4.21M Sell
53,980
-14,389
-21% -$1.07M 0.05% 393
2024
Q4 		$4.83M Sell
68,369
-126
-0.2% -$9.27K 0.05% 359
2024
Q3 		$5.25M Sell
68,495
-8,871
-11% -$655K 0.06% 331
2024
Q2 		$5.37M Sell
77,366
-3,191
-4% -$224K 0.06% 322
2024
Q1 		$5.71M Buy
80,557
+911
+1% +$63.4K 0.06% 303
2023
Q4 		$5.52M Sell
79,646
-2,055
-3% -$136K 0.07% 290
2023
Q3 		$5.33M Sell
81,701
-90
-0.1% -$6.05K 0.07% 276
2023
Q2 		$5.52M Sell
81,791
-5,791
-7% -$399K 0.08% 260
2023
Q1 		$5.92M Buy
87,582
+26
+0% +$1.71K 0.09% 225
2022
Q4 		$5.57M Sell
87,556
-13,707
-14% -$837K 0.09% 240
2022
Q3 		$5.77M Sell
101,263
-20,645
-17% -$1.29M 0.1% 205
2022
Q2 		$7.72M Sell
121,908
-6,656
-5% -$447K 0.14% 150
2022
Q1 		$9.27M Buy
+128,564
New +$9.33M 0.15% 136

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Atria Wealth Solutions's EFAV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 86% in Q2 2025, selling an estimated $3.78M and leaving 7,737 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #810.

Atria Wealth Solutions first reported a position in EFAV in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.27M in Q1 2022. 516 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Atria Wealth Solutions held 7,737 shares of iShares MSCI EAFE Min Vol Factor ETF worth $650K as of Q2 2025.
  • Atria Wealth Solutions sold 46,243 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $3.78M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #810 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9.27M in Q1 2022.
  • 516 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.