MHR
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Matthew Hamilton Rosenberg’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Matthew Hamilton Rosenberg’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
2026
Q1 		$4.84K Hold
53
– – ﹤0.01% 684
2025
Q4 		$4.57K Hold
53
– – ﹤0.01% 694
2025
Q3 		$4.5K Hold
53
– – ﹤0.01% 702
2025
Q2 		$4.46K Hold
53
– – ﹤0.01% 734
2025
Q1 		$4.13K Hold
53
– – ﹤0.01% 720
2024
Q4 		$3.75K Hold
53
– – ﹤0.01% 716
2024
Q3 		$4.07K Hold
53
– – ﹤0.01% 709
2024
Q2 		$3.67K Hold
53
– – ﹤0.01% 680
2024
Q1 		$3.74K Hold
53
– – ﹤0.01% 718
2023
Q4 		$3.67K Hold
53
– – ﹤0.01% 728
2023
Q3 		$3.46K Hold
53
– – ﹤0.01% 718
2023
Q2 		$3.58K Hold
53
– – ﹤0.01% 716
2023
Q1 		$3.58K Hold
53
– – ﹤0.01% 757
2022
Q4 		$3.37K Buy
+53
New +$3.24K ﹤0.01% 748

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 $5.7T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $2.53B AUM 25.83% 1-Year Est. Return