Physician Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Physician Wealth Advisors’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	$3.05M	Sell	33,362 -1,029	-3%	-$93K	0.42%	40
2025 Q4	$2.97M	Sell	34,391 -1,533	-4%	-$131K	0.41%	41
2025 Q3	$3.05M	Sell	35,924 -807	-2%	-$68.1K	0.43%	41
2025 Q2	$3.09M	Sell	36,731 -2,104	-5%	-$172K	0.48%	40
2025 Q1	$3.03M	Sell	38,835 -1,698	-4%	-$127K	0.52%	39
2024 Q4	$2.87M	Sell	40,533 -5,153	-11%	-$379K	0.48%	37
2024 Q3	$3.45M	Sell	45,686 -5,153	-10%	-$381K	0.62%	33
2024 Q2	$3.64M	Sell	50,839 -2,160	-4%	-$152K	0.67%	32
2024 Q1	$3.6M	Sell	52,999 -1,605	-3%	-$112K	0.76%	32
2023 Q4	$3.76M	Sell	54,604 -808	-1%	-$53.6K	0.84%	27
2023 Q3	$3.6M	Sell	55,412 -3,364	-6%	-$226K	0.93%	26
2023 Q2	$3.96M	Sell	58,776 -36	-0.1%	-$2.48K	0.98%	27
2023 Q1	$4.1M	Sell	58,812 -2,151	-4%	-$142K	1.08%	25
2022 Q4	$4.06M	Sell	60,963 -7,222	-11%	-$441K	1.1%	24
2022 Q3	$4M	Sell	68,185 -3,755	-5%	-$235K	1.23%	20
2022 Q2	$4.74M	Sell	71,940 -11,296	-14%	-$759K	1.37%	16
2022 Q1	$5.77M	Sell	83,236 -2,322	-3%	-$169K	1.53%	15
2021 Q4	$6.47M	Sell	85,558 -563	-0.7%	-$42.9K	1.7%	12
2021 Q3	$6.54M	Buy	86,121 +199	+0.2%	+$15.5K	1.8%	13
2021 Q2	$6.57M	Sell	85,922 -3,437	-4%	-$259K	1.88%	13
2021 Q1	$6.62M	Sell	89,359 -1,599	-2%	-$117K	2.15%	12
2020 Q4	$6.72M	Sell	90,958 -6,203	-6%	-$437K	2.29%	10
2020 Q3	$6.44M	Buy	97,161 +1,527	+2%	+$104K	2.59%	8
2020 Q2	$6.46M	Buy	95,634 +1,851	+2%	+$120K	2.6%	8
2020 Q1	$5.97M	Buy	93,783 +404	+0.4%	+$28.4K	2.98%	5
2019 Q4	$6.99M	Buy	93,379 +2,660	+3%	+$198K	3.11%	5
2019 Q3	$6.84M	Buy	+90,719	New	+$6.57M	3.34%	4

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Physician Wealth Advisors's EFAV Position: Q1 2026 in Review

Physician Wealth Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3% in Q1 2026, selling an estimated $93K and leaving 33,362 shares worth $3.05M. The position accounts for 0.42% of the portfolio, ranked #40.

Physician Wealth Advisors first reported a position in EFAV in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.99M in Q4 2019. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Physician Wealth Advisors held 33,362 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.05M as of Q1 2026.
Physician Wealth Advisors sold 1,029 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $93K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.42% of Physician Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Physician Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
Physician Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.99M in Q4 2019.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.