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

PSI 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
2025 Q1	–	Sell	-83	Closed	-$5.87K	–	794
2024 Q4	$5.87K	Buy	+83	New	+$6.11K	﹤0.01%	607
2022 Q1	–	Sell	-88	Closed	-$7K	–	736
2021 Q4	$7K	Hold	88	–	–	﹤0.01%	546
2021 Q3	$7K	Buy	+88	New	+$6.83K	﹤0.01%	532
2020 Q1	–	Sell	-2,037	Closed	-$151K	–	239
2019 Q4	$151K	Buy	+2,037	New	+$152K	0.1%	147

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

PSI Advisors's EFAV Position: Q1 2025 in Review

PSI Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 83 shares — an estimated $5.87K sold.

PSI Advisors first reported a position in EFAV in Q4 2019 and held it in 4 quarters. The position peaked at $151K in Q4 2019. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

PSI Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 83 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $5.87K.
PSI Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 4 quarters.
PSI Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $151K in Q4 2019.
483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.