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

Future Financial 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	-177	Closed	-$15K	–	205
2025 Q3	$15K	Hold	177	–	–	0.01%	355
2025 Q2	$14.9K	Hold	177	–	–	0.01%	347
2025 Q1	$13.8K	Hold	177	–	–	0.01%	347
2024 Q4	$12.5K	Hold	177	–	–	0.01%	354
2024 Q3	$13.6K	Buy	+177	New	+$13.1K	0.01%	366
2024 Q2	–	Sell	-177	Closed	-$12.5K	–	204
2024 Q1	$12.5K	Buy	+177	New	+$12.3K	0.01%	388
2022 Q2	–	Sell	-1,354	Closed	-$98K	–	217
2022 Q1	$98K	Sell	1,354 -2,189	-62%	-$159K	0.08%	184
2021 Q4	$272K	Sell	3,543 -878	-20%	-$66.9K	0.22%	100
2021 Q3	$334K	Hold	4,421	–	–	0.34%	83
2021 Q2	$334K	Sell	4,421 -29,156	-87%	-$2.2M	0.34%	83
2021 Q1	$2.45M	Buy	33,577 +80	+0.2%	+$5.87K	2.82%	9
2020 Q4	$2.46M	Buy	+33,497	New	+$2.36M	2.84%	6

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Future Financial Wealth Management's EFAV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2025, closing a stake of 177 shares — an estimated $15K sold.

Future Financial Wealth Management first reported a position in EFAV in Q4 2020 and held it in 12 quarters. The position peaked at $2.46M in Q4 2020. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 177 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $15K.
Future Financial Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 12 quarters.
Future Financial Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.46M in Q4 2020.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.