Wealthcare Advisory Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealthcare Advisory Partners’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	-3,259	Closed	-$254K	–	984
2025 Q1	$254K	Sell	3,259 -6	-0.2%	-$448	0.01%	803
2024 Q4	$231K	Sell	3,265 -554	-15%	-$40.8K	0.01%	803
2024 Q3	$293K	Buy	+3,819	New	+$282K	0.01%	729
2022 Q3	–	Sell	-3,389	Closed	-$215K	–	604
2022 Q2	$215K	Sell	3,389 -1,377	-29%	-$92.5K	0.01%	514
2022 Q1	$344K	Sell	4,766 -545	-10%	-$39.6K	0.02%	380
2021 Q4	$408K	Sell	5,311 -2,241	-30%	-$171K	0.02%	363
2021 Q3	$569K	Sell	7,552 -5,755	-43%	-$447K	0.04%	291
2021 Q2	$1M	Sell	13,307 -1,242	-9%	-$93.6K	0.07%	197
2021 Q1	$1.06M	Sell	14,549 -1,541	-10%	-$113K	0.08%	170
2020 Q4	$1.18M	Buy	16,090 +6,407	+66%	+$451K	0.1%	123
2020 Q3	$660K	Buy	9,683 +1,656	+21%	+$113K	0.07%	169
2020 Q2	$530K	Buy	8,027 +550	+7%	+$35.7K	0.07%	165
2020 Q1	$464K	Sell	7,477 -2,657	-26%	-$187K	0.07%	160
2019 Q4	$755K	Sell	10,134 -1,381	-12%	-$103K	0.1%	126
2019 Q3	$844K	Sell	11,515 -1,270	-10%	-$91.9K	0.12%	102
2019 Q2	$929K	Buy	12,785 +395	+3%	+$28.4K	0.15%	85
2019 Q1	$892K	Sell	12,390 -5,492	-31%	-$385K	0.15%	84
2018 Q4	$1.19M	Sell	17,882 -4,647	-21%	-$319K	0.23%	63
2018 Q3	$1.64M	Buy	22,529 +389	+2%	+$28.1K	0.3%	49
2018 Q2	$1.57M	Buy	22,140 +8,772	+66%	+$645K	0.31%	49
2018 Q1	$985K	Buy	13,368 +12,387	+1,263%	+$914K	0.22%	63
2017 Q4	$72K	Hold	981	–	–	0.02%	315
2017 Q3	$70K	Hold	981	–	–	0.02%	267
2017 Q2	$68K	Buy	+981	New	+$67.6K	0.03%	43

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Wealthcare Advisory Partners's EFAV Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 3,259 shares — an estimated $254K sold.

Wealthcare Advisory Partners first reported a position in EFAV in Q2 2017 and held it in 24 quarters. The position peaked at $1.64M in Q3 2018. 517 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

Wealthcare Advisory Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,259 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $254K.
Wealthcare Advisory Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and held it in 24 quarters.
Wealthcare Advisory Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.64M in Q3 2018.
517 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.