Shira Ridge Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Shira Ridge Wealth Management’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	$975K	Sell	11,111 -102	-0.9%	-$9.26K	0.34%	36
2026 Q1	$1.02M	Sell	11,213 -179	-2%	-$16.2K	0.41%	34
2025 Q4	$983K	Sell	11,392 -308	-3%	-$26.3K	0.39%	35
2025 Q3	$993K	Sell	11,700 -55	-0.5%	-$4.64K	0.42%	34
2025 Q2	$988K	Buy	11,755 +65	+0.6%	+$5.32K	0.45%	34
2025 Q1	$911K	Buy	11,690 +5	+0%	+$373	0.45%	34
2024 Q4	$826K	Sell	11,685 -301	-3%	-$22.2K	0.4%	35
2024 Q3	$919K	Sell	11,986 -469	-4%	-$34.6K	0.47%	33
2024 Q2	$864K	Sell	12,455 -242	-2%	-$17K	0.48%	33
2024 Q1	$900K	Buy	12,697 +260	+2%	+$18.1K	0.52%	31
2023 Q4	$862K	Sell	12,437 -1,221	-9%	-$80.9K	0.52%	33
2023 Q3	$891K	Buy	13,658 +567	+4%	+$38.1K	0.59%	30
2023 Q2	$884K	Sell	13,091 -57	-0.4%	-$3.93K	0.55%	29
2023 Q1	$889K	Buy	13,148 +42	+0.3%	+$2.77K	0.59%	28
2022 Q4	$833K	Buy	+13,106	New	+$801K	0.57%	28

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

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

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

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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