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

Beaird Harris 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
2026 Q2	$90.9K	Buy	1,037 +255	+33%	+$23.1K	0.01%	217
2026 Q1	$71.4K	Hold	782	–	–	﹤0.01%	212
2025 Q4	$67.4K	Hold	782	–	–	﹤0.01%	221
2025 Q3	$66.3K	Buy	782 +273	+54%	+$23K	﹤0.01%	217
2025 Q2	$42.8K	Sell	509 -51	-9%	-$4.17K	﹤0.01%	260
2025 Q1	$43.6K	Buy	560 +293	+110%	+$21.9K	﹤0.01%	234
2024 Q4	$18.9K	Hold	267	–	–	﹤0.01%	312
2024 Q3	$20.5K	Sell	267 -12	-4%	-$886	﹤0.01%	293
2024 Q2	$19.4K	Buy	279 +196	+236%	+$13.8K	﹤0.01%	304
2024 Q1	$5.88K	Hold	83	–	–	﹤0.01%	377
2023 Q4	$5.76K	Buy	+83	New	+$5.5K	﹤0.01%	368
2022 Q2	–	Sell	-43	Closed	-$3K	–	463
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	484
2021 Q4	$3K	Buy	+43	New	+$3.28K	﹤0.01%	527

Other funds holding EFAV

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return