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

Brown 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 Q3	$1.72M	Sell	18,871 -1,774	-9%	-$164K	0.38%	43
2026 Q2	$1.81M	Sell	20,645 -161	-0.8%	-$14.6K	0.4%	39
2026 Q1	$1.9M	Sell	20,806 -15	-0.1%	-$1.36K	0.49%	34
2025 Q4	$1.8M	Buy	20,821 +144	+0.7%	+$12.3K	0.47%	41
2025 Q3	$1.75M	Sell	20,677 -76	-0.4%	-$6.42K	0.49%	41
2025 Q2	$1.74M	Sell	20,753 -79	-0.4%	-$6.47K	0.54%	39
2025 Q1	$1.62M	Sell	20,832 -1,136	-5%	-$84.8K	0.56%	39
2024 Q4	$1.55M	Sell	21,968 -246	-1%	-$18.1K	0.55%	32
2024 Q3	$1.7M	Sell	22,214 -692	-3%	-$51.1K	0.61%	31
2024 Q2	$1.59M	Sell	22,906 -552	-2%	-$38.7K	0.64%	31
2024 Q1	$1.66M	Sell	23,458 -498	-2%	-$34.6K	0.69%	29
2023 Q4	$1.66M	Sell	23,956 -4,433	-16%	-$294K	0.74%	30
2023 Q3	$1.85M	Sell	28,389 -20,275	-42%	-$1.36M	0.88%	29
2023 Q2	$3.28M	Buy	+48,664	New	+$3.36M	1.7%	14

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brown Wealth Management's EFAV Position: Q3 2026 in Review

Brown Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.6% in Q3 2026, selling an estimated $164K and leaving 18,871 shares worth $1.72M. The position accounts for 0.38% of the portfolio, ranked #43.

Brown Wealth Management first reported a position in EFAV in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q2 2023. 491 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Brown Wealth Management held 18,871 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.72M as of Q3 2026.
Brown Wealth Management sold 1,774 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $164K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.38% of Brown Wealth Management's portfolio in Q3 2026, its #43 holding.
Brown Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and has held it in 14 quarters since.
Brown Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.28M in Q2 2023.
491 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.