SFGP
EFAV icon

Stonebridge Financial Group (Pennsylvania)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-216
Closed -$16.8K – 430
2025
Q1 		$16.8K Hold
216
– – ﹤0.01% 524
2024
Q4 		$15.3K Buy
+216
New +$15.9K ﹤0.01% 533

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s EFAV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 216 shares — an estimated $16.8K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in EFAV in Q4 2024 and held it in 2 quarters. The position peaked at $16.8K in Q1 2025. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 216 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $16.8K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $16.8K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.