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Lloyd Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Lloyd Advisory Services’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
Q2 		– Sell
-20,008
Closed -$1.56M – 104
2025
Q1 		$1.56M Buy
+20,008
New +$1.49M 0.78% 26
2020
Q1 		– Sell
-432
Closed -$32K – 306
2019
Q4 		$32K Buy
+432
New +$32.2K 0.03% 160

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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 $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Lloyd Advisory Services's EFAV Position: Q2 2025 in Review

Lloyd Advisory Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 20,008 shares — an estimated $1.56M sold.

Lloyd Advisory Services first reported a position in EFAV in Q4 2019 and held it in 2 quarters. The position peaked at $1.56M in Q1 2025. 516 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Lloyd Advisory Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Lloyd Advisory Services sold 20,008 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $1.56M.
  • Lloyd Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • Lloyd Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.56M in Q1 2025.
  • 516 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Lloyd Advisory Services's 13F filing for Q2 2025, filed 16 Jul 2025.