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Synergy Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Synergy Investment 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
2025
Q2 		– Sell
-97
Closed -$7.56K – 216
2025
Q1 		$7.56K Buy
+97
New +$7.24K ﹤0.01% 405

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

Synergy Investment Management's EFAV Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 97 shares — an estimated $7.56K sold.

Synergy Investment Management first reported a position in EFAV in Q1 2025 and held it in 1 quarter. The position peaked at $7.56K in Q1 2025. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 97 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $7.56K.
  • Synergy Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Synergy Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.56K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.