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Hibernia Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hibernia Wealth Partners’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 		$803K Buy
8,784
+346
+4% +$31.3K 0.24% 40
2025
Q4 		$728K Buy
8,438
+4,411
+110% +$377K 0.22% 39
2025
Q3 		$342K Sell
4,027
-4,026
-50% -$340K 0.22% 38
2025
Q2 		$677K Buy
8,053
+4,051
+101% +$332K 0.25% 37
2025
Q1 		$312K Sell
4,002
-70
-2% -$5.23K 0.22% 35
2024
Q4 		$288K Sell
4,072
-4,040
-50% -$297K 0.22% 45
2024
Q3 		$622K Sell
8,112
-222
-3% -$16.4K 0.22% 54
2024
Q2 		$578K Buy
8,334
+4,194
+101% +$294K 0.2% 40
2024
Q1 		$293K Sell
4,140
-300
-7% -$20.9K 0.2% 60
2023
Q4 		$308K Sell
4,440
-1,561
-26% -$103K 0.23% 47
2023
Q3 		$391K Buy
+6,001
New +$403K 0.31% 39

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