KWAG
EFAV icon

Kiely Wealth Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$5.52K Hold
75
– – ﹤0.01% 242
2024
Q3 		$5.46K Hold
75
– – ﹤0.01% 243
2024
Q2 		$5.37K Hold
75
– – ﹤0.01% 228
2024
Q1 		$5.23K Hold
75
– – ﹤0.01% 205
2023
Q4 		$5.18K Buy
+75
New +$4.97K ﹤0.01% 204

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Kiely Wealth Advisory Group's EFAV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q4 2024 at 75 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Kiely Wealth Advisory Group first reported a position in EFAV in Q4 2023 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Kiely Wealth Advisory Group held 75 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.52K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #242 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.