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FFWM
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
–
225
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
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41.92%
1-Year Est. Return
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30.48%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
WBG
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$2.65B AUM
20.73%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
SAM
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$2.53B AUM
25.83%
1-Year Est. Return
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Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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