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Martin Worley Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Martin Worley Group’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 		$2.51M Buy
29,801
+3,841
+15% +$314K 1.23% 28
2025
Q1 		$2.02M Buy
25,960
+6,913
+36% +$516K 1.15% 30
2024
Q4 		$1.35M Buy
+19,047
New +$1.4M 0.84% 34

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

Martin Worley Group's EFAV Position: Q2 2025 in Review

Martin Worley Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 15% in Q2 2025, buying an estimated $314K and bringing the position to 29,801 shares worth $2.51M. The position accounts for 1.23% of the portfolio, ranked #28.

Martin Worley Group first reported a position in EFAV in Q4 2024 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Martin Worley Group held 29,801 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.51M as of Q2 2025.
  • Martin Worley Group bought 3,841 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $314K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 1.23% of Martin Worley Group's portfolio in Q2 2025, its #28 holding.
  • Martin Worley Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.