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Rice Partnership’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Rice Partnership’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
Q4 		– Sell
-37
Closed -$3.14K – 180
2025
Q3 		$3.14K Buy
+37
New +$3.12K ﹤0.01% 180

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Rice Partnership's EFAV Position: Q4 2025 in Review

Rice Partnership sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2025, closing a stake of 37 shares — an estimated $3.14K sold.

Rice Partnership first reported a position in EFAV in Q3 2025 and held it in 1 quarter. The position peaked at $3.14K in Q3 2025. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

  • Rice Partnership reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Rice Partnership sold 37 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $3.14K.
  • Rice Partnership first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and held it in 1 quarter.
  • Rice Partnership's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.14K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Rice Partnership's 13F filing for Q4 2025, filed 10 Feb 2026.