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Laurel Wealth Advisors (North Carolina)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-188
Closed -$16.2K – 318
2025
Q4 		$16.2K Buy
+188
New +$16.1K ﹤0.01% 438
2025
Q2 		– Sell
-188
Closed -$14.6K – 320
2025
Q1 		$14.6K Sell
188
-443
-70% -$33.1K ﹤0.01% 437
2024
Q4 		$44.6K Hold
631
– – 0.01% 326
2024
Q3 		$48.4K Buy
631
+388
+160% +$28.7K 0.01% 317
2024
Q2 		$16.9K Hold
243
– – ﹤0.01% 386
2024
Q1 		$17.2K Buy
+243
New +$16.9K ﹤0.01% 393
2019
Q3 		– Sell
-170
Closed -$12K – 519
2019
Q2 		$12K Buy
+170
New +$12.2K ﹤0.01% 358

Other funds holding EFAV

Fidelity Investments
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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