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Bell Investment Advisors’s
iShares MSCI EAFE Min Vol Factor ETF
EFAV
Stock Holding History
Bell Investment Advisors’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
Q1
$1.64M
Sell
17,959
-72
-0.4%
-$6.5K
0.26%
49
2025
Q4
$1.56M
Sell
18,031
-39
-0.2%
-$3.33K
0.25%
49
2025
Q3
$1.53M
Buy
18,070
+20
+0.1%
+$1.69K
0.25%
46
2025
Q2
$1.52M
Buy
18,050
+188
+1%
+$15.4K
0.26%
44
2025
Q1
$1.39M
Sell
17,862
-125
-0.7%
-$9.33K
0.26%
41
2024
Q4
$1.27M
Sell
17,987
-1,155
-6%
-$85K
0.24%
46
2024
Q3
$1.47M
Sell
19,142
-69
-0.4%
-$5.1K
0.27%
41
2024
Q2
$1.33M
Buy
19,211
+158
+0.8%
+$11.1K
0.26%
42
2024
Q1
$1.35M
Buy
19,053
+1,836
+11%
+$128K
0.26%
44
2023
Q4
$1.19M
Buy
17,217
+1,383
+9%
+$91.7K
0.24%
47
2023
Q3
$1.03M
Sell
15,834
-102
-0.6%
-$6.85K
0.23%
45
2023
Q2
$1.08M
Sell
15,936
-929
-6%
-$64.1K
0.24%
43
2023
Q1
$1.14M
Sell
16,865
-73
-0.4%
-$4.8K
0.27%
38
2022
Q4
$1.08M
Buy
16,938
+16,075
+1,863%
+$982K
0.27%
39
2022
Q3
$49K
Hold
863
–
–
0.02%
137
2022
Q2
$55K
Buy
+863
New
+$58K
0.02%
127
2021
Q4
$283K
Buy
3,683
+680
+23%
+$51.8K
0.08%
67
2021
Q3
$226K
Buy
+3,003
New
+$233K
0.07%
64
Other funds holding EFAV
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
SAM
Securian Asset Management
St Paul, Minnesota
$2.53B AUM
25.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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