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

Liberty 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 Q3	–	Sell	-2,905	Closed	-$244K	–	251
2025 Q2	$244K	Buy	+2,905	New	+$238K	0.04%	195
2021 Q4	–	Sell	-2,301	Closed	-$173K	–	428
2021 Q3	$173K	Sell	2,301 -248	-10%	-$19.3K	0.06%	186
2021 Q2	$193K	Buy	2,549 +42	+2%	+$3.16K	0.08%	140
2021 Q1	$183K	Hold	2,507	–	–	0.09%	113
2020 Q4	$183K	Sell	2,507 -534	-18%	-$37.6K	0.09%	112
2020 Q3	$207K	Sell	3,041 -3,898	-56%	-$265K	0.12%	91
2020 Q2	$458K	Buy	6,939 +28	+0.4%	+$1.82K	0.32%	50
2020 Q1	$429K	Hold	6,911	–	–	0.37%	46
2019 Q4	$515K	Buy	6,911 +45	+0.7%	+$3.35K	0.41%	47
2019 Q3	$503K	Hold	6,866	–	–	0.48%	40
2019 Q2	$499K	Buy	6,866 +35	+0.5%	+$2.52K	0.44%	51
2019 Q1	$491K	Hold	6,831	–	–	0.37%	40
2018 Q4	$455K	Buy	+6,831	New	+$469K	0.34%	43

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Liberty Wealth Management's EFAV Position: Q3 2025 in Review

Liberty Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2025, closing a stake of 2,905 shares — an estimated $244K sold.

Liberty Wealth Management first reported a position in EFAV in Q4 2018 and held it in 13 quarters. The position peaked at $515K in Q4 2019. 516 funds tracked by Wall St. Rank hold EFAV as of Q3 2025.

Liberty Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
Liberty Wealth Management sold 2,905 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2025, an estimated $244K.
Liberty Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 13 quarters.
Liberty Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $515K in Q4 2019.
516 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2025.

Based on Liberty Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.