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

Avior 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
2025
Q1 		– Sell
-991
Closed -$70.1K – 1191
2024
Q4 		$70.1K Buy
991
+16
+2% +$1.18K ﹤0.01% 1026
2024
Q3 		$74.8K Buy
+975
New +$72K ﹤0.01% 975
2024
Q2 		– Sell
-310
Closed -$22K – 2692
2024
Q1 		$22K Buy
+310
New +$21.6K ﹤0.01% 1562
2022
Q3 		– Sell
-15
Closed – – 1187
2022
Q2 		$0 Hold
15
– – ﹤0.01% 1110
2022
Q1 		$1K Buy
+15
New +$1.09K ﹤0.01% 1026

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Avior Wealth Management's EFAV Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 991 shares — an estimated $70.1K sold.

Avior Wealth Management first reported a position in EFAV in Q1 2022 and held it in 5 quarters. The position peaked at $74.8K in Q3 2024. 485 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 991 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $70.1K.
  • Avior Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 5 quarters.
  • Avior Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $74.8K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.