NWMG
EFAV icon

National Wealth Management Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

National Wealth Management 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
2026
Q2 		$338K Sell
3,857
-176
-4% -$16K 0.1% 156
2026
Q1 		$368K Sell
4,033
-4,597
-53% -$415K 0.14% 145
2025
Q4 		$744K Buy
8,630
+4,057
+89% +$347K 0.26% 91
2025
Q3 		$388K Sell
4,573
-2,479
-35% -$209K 0.15% 157
2025
Q2 		$593K Buy
7,052
+3,749
+114% +$307K 0.33% 72
2025
Q1 		$257K Sell
3,303
-643
-16% -$48K 0.17% 120
2024
Q4 		$279K Sell
3,946
-44
-1% -$3.24K 0.19% 110
2024
Q3 		$306K Sell
3,990
-740
-16% -$54.7K 0.21% 112
2024
Q2 		$328K Sell
4,730
-53
-1% -$3.72K 0.25% 87
2024
Q1 		$339K Sell
4,783
-121
-2% -$8.42K 0.26% 99
2023
Q4 		$340K Buy
4,904
+1,100
+29% +$72.9K 0.33% 92
2023
Q3 		$248K Hold
3,804
– – 0.27% 109
2023
Q2 		$258K Sell
3,804
-3
-0.1% -$207 0.27% 105
2023
Q1 		$268K Sell
3,807
-75
-2% -$4.94K 0.31% 106
2022
Q4 		$247K Buy
3,882
+33
+0.9% +$2.02K 0.3% 109
2022
Q3 		$219K Buy
3,849
+11
+0.3% +$690 0.29% 111
2022
Q2 		$243K Buy
3,838
+958
+33% +$64.4K 0.31% 89
2022
Q1 		$208K Sell
2,880
-440
-13% -$31.9K 0.2% 104
2021
Q4 		$255K Buy
+3,320
New +$253K 0.24% 102

Other funds holding EFAV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return