Fiduciary Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Fiduciary Financial 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
2026 Q2	$679K	Hold	7,744	–	–	0.08%	150
2026 Q1	$708K	Hold	7,744	–	–	0.09%	134
2025 Q4	$668K	Hold	7,744	–	–	0.09%	134
2025 Q3	$657K	Sell	7,744 -1	-0%	-$84	0.1%	124
2025 Q2	$653K	Buy	7,745 +1	+0%	+$82	0.12%	116
2025 Q1	$590K	Hold	7,744	–	–	0.13%	109
2024 Q4	$541K	Hold	7,744	–	–	0.12%	115
2024 Q3	$585K	Buy	7,744 +300	+4%	+$22.2K	0.13%	96
2024 Q2	$533K	Buy	+7,444	New	+$523K	0.13%	98

Other funds holding EFAV

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return