AWM
EFAV icon

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 $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 $2.53B AUM 25.83% 1-Year Est. Return