Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWM
Cedar Wealth Management’s
iShares MSCI EAFE Min Vol Factor ETF
EFAV
Stock Holding History
Cedar Wealth Management’s Portfolio
EFAV Stock Details
EFAV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-261
Closed
-$18.5K
–
197
2024
Q4
$18.5K
Hold
261
–
–
0.01%
131
2024
Q3
$20K
Sell
261
-300
-53%
-$22.2K
0.01%
189
2024
Q2
$38.9K
Hold
561
–
–
0.01%
169
2024
Q1
$39.8K
Hold
561
–
–
0.01%
177
2023
Q4
$38.9K
Hold
561
–
–
0.01%
169
2023
Q3
$36.6K
Hold
561
–
–
0.01%
171
2023
Q2
$37.9K
Hold
561
–
–
0.01%
174
2023
Q1
$38K
Hold
561
–
–
0.02%
170
2022
Q4
$35.7K
Hold
561
–
–
0.02%
165
2022
Q3
$32K
Hold
561
–
–
0.02%
188
2022
Q2
$36K
Hold
561
–
–
0.02%
185
2022
Q1
$40K
Hold
561
–
–
0.02%
193
2021
Q4
$43K
Hold
561
–
–
0.02%
191
2021
Q3
$42K
Hold
561
–
–
0.02%
170
2021
Q2
$42K
Hold
561
–
–
0.02%
178
2021
Q1
$41K
Sell
561
-1,743
-76%
-$128K
0.02%
165
2020
Q4
$169K
Hold
2,304
–
–
0.09%
95
2020
Q3
$157K
Hold
2,304
–
–
0.1%
95
2020
Q2
$152K
Buy
2,304
+33
+1%
+$2.14K
0.1%
92
2020
Q1
$141K
Buy
+2,271
New
+$160K
0.1%
95
Other funds holding EFAV
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
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
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
SAM
Securian Asset Management
St Paul, Minnesota
$2.53B AUM
25.83%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close