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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CIBC Private Wealth Group's EFAV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.1% in Q4 2025, selling an estimated $5.9K and leaving 1,596 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

CIBC Private Wealth Group first reported a position in EFAV in Q4 2017 and has held it in 12 quarters since. The position peaked at $195K in Q2 2018. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

  • CIBC Private Wealth Group held 1,596 shares of iShares MSCI EAFE Min Vol Factor ETF worth $138K as of Q4 2025.
  • CIBC Private Wealth Group sold 69 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $5.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1366 holding.
  • CIBC Private Wealth Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $195K in Q2 2018.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.