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Wayfinding Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wayfinding Financial’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
-206
Closed -$16K – 308
2025
Q1 		$16K Buy
+206
New +$15.4K 0.01% 606

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

Wayfinding Financial's EFAV Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 206 shares — an estimated $16K sold.

Wayfinding Financial first reported a position in EFAV in Q1 2025 and held it in 1 quarter. The position peaked at $16K in Q1 2025. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 206 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $16K.
  • Wayfinding Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $16K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.