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Creekmur Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Creekmur Asset 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
Q2 		– Sell
-60
Closed -$4.65K – 860
2025
Q1 		$4.65K Hold
60
– – ﹤0.01% 548
2024
Q4 		$4.22K Buy
60
+1
+2% +$74 ﹤0.01% 518
2024
Q3 		$4.53K Hold
59
– – ﹤0.01% 552
2024
Q2 		$4.09K Buy
59
+1
+2% +$70 ﹤0.01% 611
2024
Q1 		$4.1K Hold
58
– – ﹤0.01% 583
2023
Q4 		$4.01K Buy
+58
New +$3.84K ﹤0.01% 620

Other funds holding EFAV

Fidelity Investments
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Creekmur Asset Management's EFAV Position: Q2 2025 in Review

Creekmur Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 60 shares — an estimated $4.65K sold.

Creekmur Asset Management first reported a position in EFAV in Q4 2023 and held it in 6 quarters. The position peaked at $4.65K in Q1 2025. 517 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Creekmur Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 60 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $4.65K.
  • Creekmur Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and held it in 6 quarters.
  • Creekmur Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.65K in Q1 2025.
  • 517 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Creekmur Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.