Envestnet Portfolio Solutions
EFAV icon

Envestnet Portfolio Solutions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$982K Sell
10,748
-9,959
-48% -$900K 0.01% 639
2025
Q4 		$1.79M Buy
20,707
+998
+5% +$85.3K 0.01% 572
2025
Q3 		$1.67M Sell
19,709
-1,531
-7% -$129K 0.01% 576
2025
Q2 		$1.79M Sell
21,240
-4,618
-18% -$378K 0.01% 598
2025
Q1 		$2.01M Sell
25,858
-2,982
-10% -$223K 0.01% 582
2024
Q4 		$2.04M Sell
28,840
-4,153
-13% -$306K 0.01% 656
2024
Q3 		$2.53M Sell
32,993
-33,169
-50% -$2.45M 0.01% 587
2024
Q2 		$4.59M Sell
66,162
-2,337
-3% -$164K 0.02% 390
2024
Q1 		$4.86M Sell
68,499
-16,837
-20% -$1.17M 0.02% 385
2023
Q4 		$5.92M Sell
85,336
-46,503
-35% -$3.08M 0.02% 290
2023
Q3 		$8.6M Buy
+131,839
New +$8.86M 0.04% 207

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 $5.7T 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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return