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

Evermay 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
2026
Q1 		$29.6K Buy
+324
New +$29.3K ﹤0.01% 356
2024
Q3 		– Sell
-45
Closed -$3.12K – 599
2024
Q2 		$3.12K Buy
+45
New +$3.16K ﹤0.01% 521
2022
Q2 		– Sell
-478
Closed -$34K – 528
2022
Q1 		$34K Buy
+478
New +$34.7K 0.01% 332

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 $5.72T 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 $377B 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 $2.78B AUM 32.11% 1-Year Est. Return

Evermay Wealth Management's EFAV Position: Q1 2026 in Review

Evermay Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026: 324 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in EFAV as recently as Q2 2024.

Evermay Wealth Management first reported a position in EFAV in Q1 2022 and has held it in 3 quarters since. The position peaked at $34K in Q1 2022. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Evermay Wealth Management held 324 shares of iShares MSCI EAFE Min Vol Factor ETF worth $29.6K as of Q1 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Evermay Wealth Management position in Q1 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Evermay Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 3 quarters since.
  • Evermay Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $34K in Q1 2022.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.