CIBC Private Wealth Group
EFAV icon

CIBC Private Wealth Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

CIBC Private Wealth Group’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
Q4 		$138K Sell
1,596
-69
-4% -$5.9K ﹤0.01% 1366
2025
Q3 		$141K Buy
1,665
+351
+27% +$29.6K ﹤0.01% 1331
2025
Q2 		$110K Buy
1,314
+292
+29% +$23.9K ﹤0.01% 1342
2025
Q1 		$74.8K Buy
1,022
+9
+0.9% +$672 ﹤0.01% 1469
2024
Q4 		$71.8K Sell
1,013
-151
-13% -$11.1K ﹤0.01% 1544
2024
Q3 		$89.3K Buy
1,164
+96
+9% +$7.09K ﹤0.01% 1531
2024
Q2 		$74.8K Buy
1,068
+226
+27% +$15.9K ﹤0.01% 1510
2024
Q1 		$59.4K Buy
+842
New +$58.6K ﹤0.01% 1601
2022
Q2 		– Sell
-1,229
Closed -$89K – 1222
2022
Q1 		$89K Buy
+1,229
New +$89.2K ﹤0.01% 1007
2018
Q3 		– Sell
-2,740
Closed -$195K – 1162
2018
Q2 		$195K Buy
2,740
+697
+34% +$51.2K ﹤0.01% 924
2018
Q1 		$151K Hold
2,043
– – ﹤0.01% 958
2017
Q4 		$149K Buy
+2,043
New +$147K ﹤0.01% 969

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return