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

Capital A 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
2025 Q2	$1.11K	Buy	+16	New	+$1.31K	0.01%	371

Other funds holding EFAV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Capital A Wealth Management's EFAV Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025: 16 shares worth $1.11K. The stake represents 0.01% of the portfolio and ranks #371 among its holdings.

515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

Capital A Wealth Management held 16 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.11K as of Q2 2025.
iShares MSCI EAFE Min Vol Factor ETF was a new Capital A Wealth Management position in Q2 2025.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #371 holding.
515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.