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Mark Sheptoff Financial Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Mark Sheptoff Financial Planning’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
-176
Closed -$12.4K – 451
2024
Q4 		$12.4K Hold
176
– – 0.01% 303
2024
Q3 		$13.5K Hold
176
– – 0.01% 281
2024
Q2 		$12.2K Hold
176
– – 0.01% 295
2024
Q1 		$12.5K Hold
176
– – 0.01% 277
2023
Q4 		$12.2K Buy
+176
New +$11.7K 0.01% 271

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Mark Sheptoff Financial Planning's EFAV Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 176 shares — an estimated $12.4K sold.

Mark Sheptoff Financial Planning first reported a position in EFAV in Q4 2023 and held it in 5 quarters. The position peaked at $13.5K in Q3 2024. 485 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 176 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $12.4K.
  • Mark Sheptoff Financial Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $13.5K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.