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

Sax 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 Q2	$1.33M	Buy	+14,516	New	+$1.32M	0.05%	191
2023 Q4	–	Sell	-3,610	Closed	-$235K	–	191
2023 Q3	$235K	Hold	3,610	–	–	0.05%	158
2023 Q2	$244K	Hold	3,610	–	–	0.05%	149
2023 Q1	$244K	Hold	3,610	–	–	0.05%	149
2022 Q4	$230K	Sell	3,610 -550	-13%	-$33.6K	0.05%	146
2022 Q3	$237K	Hold	4,160	–	–	0.06%	144
2022 Q2	$263K	Hold	4,160	–	–	0.07%	141
2022 Q1	$300K	Sell	4,160 -18,820	-82%	-$1.37M	0.07%	140
2021 Q4	$1.76M	Hold	22,980	–	–	0.37%	49
2021 Q3	$1.73M	Hold	22,980	–	–	0.41%	47
2021 Q2	$1.74M	Sell	22,980 -150	-0.6%	-$11.3K	0.6%	43
2021 Q1	$1.69M	Buy	23,130 +1,410	+6%	+$103K	0.62%	43
2020 Q4	$1.59M	Buy	+21,720	New	+$1.53M	0.73%	39

Other funds holding EFAV

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return