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Lord & Richards Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Lord & Richards 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
Q2 		– Sell
-30
Closed -$2.34K – 78
2025
Q1 		$2.34K Buy
+30
New +$2.24K ﹤0.01% 145

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B 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 $2.78B AUM 32.11% 1-Year Est. Return

Lord & Richards Wealth Management's EFAV Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 30 shares — an estimated $2.34K sold.

Lord & Richards Wealth Management first reported a position in EFAV in Q1 2025 and held it in 1 quarter. The position peaked at $2.34K in Q1 2025. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 30 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $2.34K.
  • Lord & Richards Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.34K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.