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Legacy Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Legacy Financial 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
2025
Q1 		– Sell
-3,267
Closed -$231K – 368
2024
Q4 		$231K Sell
3,267
-123
-4% -$9.05K 0.04% 306
2024
Q3 		$260K Sell
3,390
-2,238
-40% -$165K 0.04% 297
2024
Q2 		$390K Sell
5,628
-13,682
-71% -$960K 0.07% 215
2024
Q1 		$1.37M Sell
19,310
-211,070
-92% -$14.7M 0.25% 70
2023
Q4 		$16M Sell
230,380
-5,944
-3% -$394K 3.07% 8
2023
Q3 		$15.4M Sell
236,324
-1,834
-0.8% -$123K 3.08% 7
2023
Q2 		$16.1M Sell
238,158
-6,071
-2% -$419K 3% 7
2023
Q1 		$16.5M Sell
244,229
-2,797
-1% -$184K 3.38% 6
2022
Q4 		$15.7M Buy
247,026
+42,992
+21% +$2.63M 3.38% 7
2022
Q3 		$11.6M Sell
204,034
-37,181
-15% -$2.33M 2.78% 7
2022
Q2 		$15.3M Buy
241,215
+6,554
+3% +$440K 3.8% 5
2022
Q1 		$16.9M Sell
234,661
-7,962
-3% -$578K 3.81% 5
2021
Q4 		$18.6M Sell
242,623
-94,211
-28% -$7.18M 4.27% 5
2021
Q3 		$25.4M Buy
336,834
+11,101
+3% +$862K 6.22% 5
2021
Q2 		$24.6M Buy
325,733
+10,594
+3% +$798K 6.23% 5
2021
Q1 		$23M Sell
315,139
-948
-0.3% -$69.6K 6.3% 4
2020
Q4 		$23.2M Sell
316,087
-131,805
-29% -$9.29M 6.56% 4
2020
Q3 		$30.5M Sell
447,892
-1,089
-0.2% -$74.1K 9.31% 3
2020
Q2 		$29.7M Sell
448,981
-23,817
-5% -$1.55M 10.66% 3
2020
Q1 		$30.5M Sell
472,798
-102,867
-18% -$7.23M 11.29% 2
2019
Q4 		$42.9M Buy
575,665
+5,585
+1% +$416K 13.57% 2
2019
Q3 		$41.8M Buy
570,080
+23,108
+4% +$1.67M 13.89% 2
2019
Q2 		$39.7M Buy
546,972
+15,816
+3% +$1.14M 14.05% 2
2019
Q1 		$38.2M Buy
531,156
+40,576
+8% +$2.84M 12.96% 2
2018
Q4 		$32.7M Buy
490,580
+52,138
+12% +$3.58M 12.66% 2
2018
Q3 		$31.9M Buy
438,442
+9,539
+2% +$688K 11.56% 2
2018
Q2 		$30.9M Buy
428,903
+12,350
+3% +$908K 11.72% 2
2018
Q1 		$31M Buy
416,553
+14,371
+4% +$1.06M 12.32% 2
2017
Q4 		$29.4M Buy
+402,182
New +$29M 12.05% 2

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 $5.72T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Legacy Financial Advisors's EFAV Position: Q1 2025 in Review

Legacy Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 3,267 shares — an estimated $231K sold.

Legacy Financial Advisors first reported a position in EFAV in Q4 2017 and held it in 29 quarters. The position peaked at $42.9M in Q4 2019. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Legacy Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,267 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $231K.
  • Legacy Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 29 quarters.
  • Legacy Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $42.9M in Q4 2019.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Legacy Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.