Jones Financial Companies
EFAV icon

Jones Financial Companies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Jones Financial Companies’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 		$18.4M Buy
207,247
+25,144
+14% +$2.27M 0.01% 619
2025
Q4 		$15.7M Buy
182,103
+19,109
+12% +$1.63M 0.01% 365
2025
Q3 		$13.7M Buy
162,994
+23,146
+17% +$1.95M 0.01% 358
2025
Q2 		$11.7M Buy
139,848
+43,677
+45% +$3.57M 0.01% 335
2025
Q1 		$7.53M Buy
96,171
+18,739
+24% +$1.4M 0.01% 355
2024
Q4 		$5.48M Buy
77,432
+41,740
+117% +$3.07M 0.01% 347
2024
Q3 		$2.75M Buy
35,692
+26,216
+277% +$1.94M ﹤0.01% 384
2024
Q2 		$657K Buy
+9,476
New +$665K ﹤0.01% 499
2021
Q2 		– Sell
-64
Closed -$5K – 671
2021
Q1 		$5K Hold
64
– – ﹤0.01% 617
2020
Q4 		$5K Buy
+64
New +$4.51K ﹤0.01% 501

Other funds holding EFAV

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
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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