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

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 $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

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

Cedar Wealth Management's EFAV Position: Q1 2025 in Review

Cedar Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 261 shares — an estimated $18.5K sold.

Cedar Wealth Management first reported a position in EFAV in Q1 2020 and held it in 20 quarters. The position peaked at $169K in Q4 2020. 484 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

Cedar Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Cedar Wealth Management sold 261 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $18.5K.
Cedar Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 20 quarters.
Cedar Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $169K in Q4 2020.
484 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Cedar Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.