Vantage Financial Partners (Wisconsin)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q1	–	Sell	-4,487	Closed	-$317K	–	198
2024 Q4	$317K	Sell	4,487 -362	-7%	-$26.6K	0.08%	131
2024 Q3	$372K	Sell	4,849 -2,243	-32%	-$166K	0.09%	120
2024 Q2	$492K	Sell	7,092 -1,466	-17%	-$103K	0.13%	86
2024 Q1	$607K	Buy	8,558 +264	+3%	+$18.4K	0.16%	72
2023 Q4	$575K	Buy	+8,294	New	+$550K	0.17%	61

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s EFAV Position: Q1 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 4,487 shares — an estimated $317K sold.

Vantage Financial Partners (Wisconsin) first reported a position in EFAV in Q4 2023 and held it in 5 quarters. The position peaked at $607K in Q1 2024. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

Vantage Financial Partners (Wisconsin) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 4,487 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $317K.
Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and held it in 5 quarters.
Vantage Financial Partners (Wisconsin)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $607K in Q1 2024.
483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2025, filed 7 May 2025.