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

Brophy 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 Q3	$231K	Buy	+3,015	New	+$223K	0.08%	196

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Brophy Wealth Management's EFAV Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2024: 3,015 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings.

474 funds tracked by Wall St. Rank hold EFAV as of Q3 2024.

Brophy Wealth Management held 3,015 shares of iShares MSCI EAFE Min Vol Factor ETF worth $231K as of Q3 2024.
iShares MSCI EAFE Min Vol Factor ETF was a new Brophy Wealth Management position in Q3 2024.
iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Brophy Wealth Management's portfolio in Q3 2024, its #196 holding.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.