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Dogwood Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Dogwood 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
Q4 		– Sell
-21
Closed -$1.78K – 772
2025
Q3 		$1.78K Hold
21
– – ﹤0.01% 541
2025
Q2 		$1.75K Buy
+21
New +$1.72K ﹤0.01% 575

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 22.9% 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

Dogwood Wealth Management's EFAV Position: Q4 2025 in Review

Dogwood Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2025, closing a stake of 21 shares — an estimated $1.78K sold.

Dogwood Wealth Management first reported a position in EFAV in Q2 2025 and held it in 2 quarters. The position peaked at $1.78K in Q3 2025. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

  • Dogwood Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 21 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $1.78K.
  • Dogwood Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.78K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.