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Chris Bulman’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Chris Bulman’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
-3,231
Closed -$228K – 130
2024
Q4 		$228K Sell
3,231
-50
-2% -$3.68K 0.15% 114
2024
Q3 		$252K Sell
3,281
-123
-4% -$9.08K 0.17% 96
2024
Q2 		$236K Buy
+3,404
New +$239K 0.16% 90

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
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

Chris Bulman's EFAV Position: Q1 2025 in Review

Chris Bulman sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 3,231 shares — an estimated $228K sold.

Chris Bulman first reported a position in EFAV in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Chris Bulman reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Chris Bulman sold 3,231 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $228K.
  • Chris Bulman first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2024 and held it in 3 quarters.
  • Chris Bulman's iShares MSCI EAFE Min Vol Factor ETF position peaked at $252K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Chris Bulman's 13F filing for Q1 2025, filed 15 Apr 2025.