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EFAV icon

&Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

&Partners’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 		$2.12M Buy
23,187
+1,596
+7% +$144K 0.01% 873
2025
Q4 		$1.86M Buy
21,591
+3,737
+21% +$319K 0.01% 904
2025
Q3 		$1.51M Buy
17,854
+7,075
+66% +$597K 0.01% 886
2025
Q2 		$906K Buy
10,779
+1,722
+19% +$141K 0.01% 1030
2025
Q1 		$701K Buy
9,057
+247
+3% +$18.4K 0.01% 980
2024
Q4 		$623K Buy
8,810
+870
+11% +$64K 0.01% 974
2024
Q3 		$609K Buy
7,940
+1,085
+16% +$80.1K 0.01% 772
2024
Q2 		$475K Buy
+6,855
New +$481K 0.02% 562
2024
Q1 		– Sell
-9,959
Closed -$691K – 497
2023
Q4 		$691K Buy
+9,959
New +$660K 0.17% 132

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