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

Axxcess 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
2024
Q4 		– Sell
-3,577
Closed -$274K – 877
2024
Q3 		$274K Sell
3,577
-131
-4% -$9.68K 0.01% 717
2024
Q2 		$257K Buy
+3,708
New +$260K 0.01% 700

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Axxcess Wealth Management's EFAV Position: Q4 2024 in Review

Axxcess Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 3,577 shares — an estimated $274K sold.

Axxcess Wealth Management first reported a position in EFAV in Q2 2024 and held it in 2 quarters. The position peaked at $274K in Q3 2024. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Axxcess Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,577 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $274K.
  • Axxcess Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $274K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.