Iron Horse Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Iron Horse 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 Q2	$2.27K	Buy	27 +12	+80%	+$982	﹤0.01%	463
2025 Q1	$1.17K	Hold	15	–	–	﹤0.01%	502
2024 Q4	$1.06K	Hold	15	–	–	﹤0.01%	428
2024 Q3	$1.15K	Hold	15	–	–	﹤0.01%	424
2024 Q2	$1.04K	Hold	15	–	–	﹤0.01%	411
2024 Q1	$1.06K	Hold	15	–	–	﹤0.01%	396
2023 Q4	$1.04K	Hold	15	–	–	﹤0.01%	423
2023 Q3	$978	Buy	+15	New	+$1.01K	﹤0.01%	431

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Iron Horse Wealth Management's EFAV Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 80% in Q2 2025, buying an estimated $982 and bringing the position to 27 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Iron Horse Wealth Management first reported a position in EFAV in Q3 2023 and has held it in 8 quarters since. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

Iron Horse Wealth Management held 27 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.27K as of Q2 2025.
Iron Horse Wealth Management bought 12 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $982.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #463 holding.
Iron Horse Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 8 quarters since.
515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.