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Atwood & Palmer’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-42
Closed -$2.97K – 457
2024
Q4 		$2.97K Buy
+42
New +$3.09K ﹤0.01% 404

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 $5.72T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Atwood & Palmer's EFAV Position: Q1 2025 in Review

Atwood & Palmer sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 42 shares — an estimated $2.97K sold.

Atwood & Palmer first reported a position in EFAV in Q4 2024 and held it in 1 quarter. The position peaked at $2.97K in Q4 2024. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Atwood & Palmer reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 42 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $2.97K.
  • Atwood & Palmer first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and held it in 1 quarter.
  • Atwood & Palmer's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.97K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.