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1900 Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

1900 Wealth 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
2026
Q2 		$616K Sell
7,018
-408
-5% -$37K 0.03% 156
2026
Q1 		$679K Sell
7,426
-95
-1% -$8.58K 0.04% 140
2025
Q4 		$649K Buy
7,521
+22
+0.3% +$1.88K 0.04% 135
2025
Q3 		$636K Sell
7,499
-169
-2% -$14.3K 0.04% 127
2025
Q2 		$645K Sell
7,668
-548
-7% -$44.8K 0.05% 117
2025
Q1 		$640K Sell
8,216
-694
-8% -$51.8K 0.05% 111
2024
Q4 		$630K Sell
8,910
-163
-2% -$12K 0.05% 119
2024
Q3 		$696K Sell
9,073
-153
-2% -$11.3K 0.06% 118
2024
Q2 		$640K Sell
9,226
-9,101
-50% -$639K 0.06% 123
2024
Q1 		$1.3M Sell
18,327
-19,249
-51% -$1.34M 0.12% 92
2023
Q4 		$2.61M Sell
37,576
-28,318
-43% -$1.88M 0.24% 78
2023
Q3 		$4.3M Sell
65,894
-57,669
-47% -$3.87M 0.43% 57
2023
Q2 		$8.34M Sell
123,563
-17,210
-12% -$1.19M 0.86% 27
2023
Q1 		$9.1M Sell
140,773
-835
-0.6% -$55K 0.98% 25
2022
Q4 		$9M Sell
141,608
-13,962
-9% -$853K 0.98% 26
2022
Q3 		$8.87M Sell
155,570
-776
-0.5% -$48.7K 1.04% 24
2022
Q2 		$9.9M Sell
156,346
-17,809
-10% -$1.2M 1.08% 24
2022
Q1 		$12.6M Sell
174,155
-347
-0.2% -$25.2K 1.2% 22
2021
Q4 		$13.4M Buy
174,502
+4,828
+3% +$368K 1.21% 23
2021
Q3 		$12.8M Sell
169,674
-23,611
-12% -$1.83M 1.24% 21
2021
Q2 		$14.6M Sell
193,285
-35,486
-16% -$2.67M 1.4% 18
2021
Q1 		$16.7M Sell
228,771
-13,189
-5% -$968K 1.26% 14
2020
Q4 		$17.8M Buy
+241,960
New +$17M 2.08% 14

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

1900 Wealth Management's EFAV Position: Q2 2026 in Review

1900 Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5.5% in Q2 2026, selling an estimated $37K and leaving 7,018 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #156.

1900 Wealth Management first reported a position in EFAV in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.8M in Q4 2020. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • 1900 Wealth Management held 7,018 shares of iShares MSCI EAFE Min Vol Factor ETF worth $616K as of Q2 2026.
  • 1900 Wealth Management sold 408 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $37K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of 1900 Wealth Management's portfolio in Q2 2026, its #156 holding.
  • 1900 Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1900 Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $17.8M in Q4 2020.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.