IWA
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IBEX Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

IBEX Wealth 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 		$1.31M Hold
14,338
– – 0.12% 95
2025
Q4 		$1.24M Buy
14,338
+914
+7% +$78.1K 0.12% 98
2025
Q3 		$1.14M Sell
13,424
-281
-2% -$23.7K 0.11% 107
2025
Q2 		$1.15M Buy
+13,705
New +$1.12M 0.12% 99
2018
Q4 		– Sell
-49,092
Closed -$3.57M – 82
2018
Q3 		$3.57M Buy
49,092
+1,315
+3% +$94.8K 1.28% 31
2018
Q2 		$3.48M Buy
+47,777
New +$3.51M 1.39% 30
2017
Q4 		– Sell
-40,524
Closed -$2.88M – 98
2017
Q3 		$2.88M Buy
40,524
+3,589
+10% +$253K 1.07% 40
2017
Q2 		$2.53M Buy
+36,935
New +$2.55M 0.99% 44

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