GJIA
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Glass Jacobson Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Glass Jacobson Investment Advisors’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 		$26.7K Hold
292
– – 0.01% 383
2025
Q4 		$25.2K Hold
292
– – 0.01% 381
2025
Q3 		$24.8K Hold
292
– – 0.01% 377
2025
Q2 		$24.5K Sell
292
-995
-77% -$81.4K 0.01% 366
2025
Q1 		$91K Hold
1,287
– – 0.03% 310
2024
Q4 		$91K Buy
1,287
+732
+132% +$53.9K 0.03% 310
2024
Q3 		$42.6K Hold
555
– – 0.01% 381
2024
Q2 		$38.5K Hold
555
– – 0.01% 382
2024
Q1 		$39.3K Hold
555
– – 0.01% 379
2023
Q4 		$38.5K Sell
555
-845
-60% -$56K 0.02% 358
2023
Q3 		$91.3K Sell
1,400
-257
-16% -$17.3K 0.04% 264
2023
Q2 		$112K Buy
+1,657
New +$114K 0.05% 250
2022
Q4 		$147K Buy
+2,305
New +$141K 0.07% 224

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