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Lindbrook Capital’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Lindbrook Capital’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 		$2.57K Buy
+33
New +$2.46K ﹤0.01% 2204
2022
Q1 		– Sell
-1,045
Closed -$80K – 2506
2021
Q4 		$80K Buy
+1,045
New +$79.7K 0.01% 561

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 $6.73T AUM 46.02% 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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Lindbrook Capital's EFAV Position: Q1 2025 in Review

Lindbrook Capital opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025: 33 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #2204 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in EFAV as recently as Q4 2021.

Lindbrook Capital first reported a position in EFAV in Q4 2021 and has held it in 2 quarters since. The position peaked at $80K in Q4 2021. 484 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Lindbrook Capital held 33 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.57K as of Q1 2025.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Lindbrook Capital position in Q1 2025.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2204 holding.
  • Lindbrook Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 2 quarters since.
  • Lindbrook Capital's iShares MSCI EAFE Min Vol Factor ETF position peaked at $80K in Q4 2021.
  • 484 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.