Ackerman Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ackerman Capital Advisors’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	–	Sell	-2,198	Closed	-$201K	–	122
2026 Q1	$201K	Buy	+2,198	New	+$199K	0.04%	112
2025 Q4	–	Sell	-4,300	Closed	-$365K	–	123
2025 Q3	$365K	Sell	4,300 -50	-1%	-$4.22K	0.08%	82
2025 Q2	$366K	Buy	4,350 +50	+1%	+$4.09K	0.08%	79
2025 Q1	$335K	Hold	4,300	–	–	0.09%	77
2024 Q4	$304K	Hold	4,300	–	–	0.08%	80
2024 Q3	$330K	Hold	4,300	–	–	0.09%	79
2024 Q2	$298K	Hold	4,300	–	–	0.08%	82
2024 Q1	$305K	Hold	4,300	–	–	0.08%	82
2023 Q4	$298K	Hold	4,300	–	–	0.08%	85
2023 Q3	$280K	Hold	4,300	–	–	0.08%	80
2023 Q2	$290K	Hold	4,300	–	–	0.08%	86
2023 Q1	$291K	Hold	4,300	–	–	0.08%	81
2022 Q4	$273K	Hold	4,300	–	–	0.07%	91
2022 Q3	$245K	Hold	4,300	–	–	0.07%	87
2022 Q2	$272K	Hold	4,300	–	–	0.07%	88
2022 Q1	$310K	Hold	4,300	–	–	0.07%	87
2021 Q4	$330K	Hold	4,300	–	–	0.08%	90
2021 Q3	$324K	Hold	4,300	–	–	0.07%	84
2021 Q2	$325K	Hold	4,300	–	–	0.08%	87
2021 Q1	$314K	Hold	4,300	–	–	0.08%	90
2020 Q4	$316K	Hold	4,300	–	–	0.08%	87
2020 Q3	$293K	Hold	4,300	–	–	0.08%	80
2020 Q2	$284K	Hold	4,300	–	–	0.09%	85
2020 Q1	$267K	Hold	4,300	–	–	0.1%	69
2019 Q4	$321K	Hold	4,300	–	–	0.09%	146
2019 Q3	$315K	Buy	+4,300	New	+$311K	0.11%	99
2018 Q4	$287K	Buy	+4,300	New	+$295K	0.02%	114
2018 Q1	$318K	Buy	4,352 +1	+0%	+$74	0.13%	65
2017 Q4	$309K	Buy	+4,351	New	+$313K	0.13%	56
2017 Q2	$301K	Buy	+4,351	New	+$300K	0.13%	66

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

Ackerman Capital Advisors's EFAV Position: Q2 2026 in Review

Ackerman Capital Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 2,198 shares — an estimated $201K sold.

Ackerman Capital Advisors first reported a position in EFAV in Q2 2017 and held it in 30 quarters. The position peaked at $366K in Q2 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Ackerman Capital Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Ackerman Capital Advisors sold 2,198 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $201K.
Ackerman Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and held it in 30 quarters.
Ackerman Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $366K in Q2 2025.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.