SM
EFAV icon

Sweeney & Michel’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sweeney & Michel’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
Q1 		$929K Buy
9,943
+100
+1% +$9.03K 0.27% 63
2025
Q4 		$921K Buy
9,843
+381
+4% +$32.6K 0.27% 61
2025
Q3 		$792K Hold
9,462
– – 0.27% 64
2025
Q2 		$788K Buy
9,462
+132
+1% +$10.8K 0.28% 61
2025
Q1 		$683K Buy
+9,330
New +$697K 0.3% 59
2024
Q3 		$779K Hold
10,245
– – 0.31% 58
2024
Q2 		$717K Sell
10,245
-1,551
-13% -$109K 0.31% 56
2024
Q1 		$846K Buy
+11,796
New +$821K 0.37% 48
2023
Q3 		$1.26M Buy
19,477
+445
+2% +$29.9K 0.66% 28
2023
Q2 		$1.29M Buy
19,032
+291
+2% +$20.1K 0.66% 25
2023
Q1 		$1.29M Buy
+18,741
New +$1.23M 0.69% 25

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $2.53B AUM 25.83% 1-Year Est. Return