Yeomans Consulting Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Yeomans Consulting Group’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 Q4	$7.12M	Buy	82,525 +1,373	+2%	+$117K	2.09%	14
2025 Q3	$6.92M	Sell	81,152 -321	-0.4%	-$27.1K	2.39%	14
2025 Q2	$6.87M	Buy	81,473 +1,370	+2%	+$112K	2.84%	13
2025 Q1	$6.24M	Buy	80,103 +3,517	+5%	+$263K	2.41%	14
2024 Q4	$5.42M	Sell	76,586 -35,931	-32%	-$2.64M	2.03%	13
2024 Q3	$8.63M	Buy	112,517 +36,098	+47%	+$2.67M	3.23%	11
2024 Q2	$5.3M	Buy	76,419 +989	+1%	+$69.4K	2.05%	11
2024 Q1	$5.35M	Buy	75,430 +851	+1%	+$59.2K	2.34%	12
2023 Q4	$5.17M	Buy	+74,579	New	+$4.94M	2.57%	11

Other funds holding EFAV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Yeomans Consulting Group's EFAV Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.7% in Q4 2025, buying an estimated $117K and bringing the position to 82,525 shares worth $7.12M. The position accounts for 2.09% of the portfolio, ranked #14.

Yeomans Consulting Group first reported a position in EFAV in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.63M in Q3 2024. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

Yeomans Consulting Group held 82,525 shares of iShares MSCI EAFE Min Vol Factor ETF worth $7.12M as of Q4 2025.
Yeomans Consulting Group bought 1,373 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $117K.
iShares MSCI EAFE Min Vol Factor ETF made up 2.09% of Yeomans Consulting Group's portfolio in Q4 2025, its #14 holding.
Yeomans Consulting Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.63M in Q3 2024.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.