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

Abound 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	$2.48K	Hold	28	–	–	﹤0.01%	719
2026 Q1	$2.58K	Hold	28	–	–	﹤0.01%	866
2025 Q4	$2.44K	Hold	28	–	–	﹤0.01%	816
2025 Q3	$2.36K	Hold	28	–	–	﹤0.01%	786
2025 Q2	$2.34K	Buy	28 +1	+4%	+$82	﹤0.01%	724
2025 Q1	$2.13K	Hold	27	–	–	﹤0.01%	689
2024 Q4	$1.93K	Hold	27	–	–	﹤0.01%	674
2024 Q3	$2.07K	Hold	27	–	–	﹤0.01%	699
2024 Q2	$1.87K	Hold	27	–	–	﹤0.01%	651
2024 Q1	$1.91K	Sell	27 -28	-51%	-$1.95K	﹤0.01%	688
2023 Q4	$3.81K	Buy	55 +28	+104%	+$1.86K	﹤0.01%	568
2023 Q3	$1.76K	Buy	+27	New	+$1.81K	﹤0.01%	635

Other funds holding EFAV

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Abound Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 28 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Abound Wealth Management first reported a position in EFAV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.81K in Q4 2023. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Abound Wealth Management held 28 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.48K as of Q2 2026.
Abound Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #719 holding.
Abound Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Abound Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.81K in Q4 2023.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.