BJL
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Brighton Jones LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Brighton Jones LLC’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
Q4 		– Sell
-4,536
Closed -$385K – 303
2025
Q3 		$385K Buy
4,536
+257
+6% +$21.7K 0.01% 722
2025
Q2 		$360K Buy
4,279
+388
+10% +$31.8K 0.01% 654
2025
Q1 		$303K Buy
3,891
+111
+3% +$8.29K 0.01% 531
2024
Q4 		$267K Buy
3,780
+1,112
+42% +$81.8K 0.01% 553
2024
Q3 		$205K Buy
+2,668
New +$197K 0.01% 537
2022
Q2 		– Sell
-3,520
Closed -$254K – 495
2022
Q1 		$254K Hold
3,520
– – 0.01% 415
2021
Q4 		$270K Buy
3,520
+7
+0.2% +$534 0.01% 404
2021
Q3 		$265K Sell
3,513
-58
-2% -$4.5K 0.01% 386
2021
Q2 		$270K Buy
+3,571
New +$269K 0.01% 373

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return