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BOK Financial Private Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

BOK Financial Private Wealth’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
-168
Closed -$11.9K – 534
2024
Q4 		$11.9K Hold
168
– – ﹤0.01% 357
2024
Q3 		$12.9K Hold
168
– – ﹤0.01% 371
2024
Q2 		$11.7K Sell
168
-2,023
-92% -$142K ﹤0.01% 366
2024
Q1 		$155K Buy
2,191
+2,023
+1,204% +$141K 0.01% 181
2023
Q4 		$11.7K Buy
+168
New +$11.1K ﹤0.01% 355
2022
Q4 		– Sell
-964
Closed -$55K – 370
2022
Q3 		$55K Hold
964
– – 0.01% 240
2022
Q2 		$61K Buy
+964
New +$64.8K 0.01% 237
2016
Q4 		– Sell
-10,842
Closed -$733K – 142
2016
Q3 		$733K Sell
10,842
-3,034
-22% -$204K 0.11% 60
2016
Q2 		$921K Buy
+13,876
New +$928K 0.15% 49

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 $2.78B AUM 32.11% 1-Year Est. Return

BOK Financial Private Wealth's EFAV Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 168 shares — an estimated $11.9K sold.

BOK Financial Private Wealth first reported a position in EFAV in Q2 2016 and held it in 9 quarters. The position peaked at $921K in Q2 2016. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 168 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $11.9K.
  • BOK Financial Private Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 9 quarters.
  • BOK Financial Private Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $921K in Q2 2016.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.