Allied Private Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Allied Private Wealth’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	$17K	Buy	+190	New	+$17.2K	0.01%	422

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

Allied Private Wealth's EFAV Position: Q2 2026 in Review

Allied Private Wealth opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 190 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings.

529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Allied Private Wealth held 190 shares of iShares MSCI EAFE Min Vol Factor ETF worth $17K as of Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Allied Private Wealth position in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #422 holding.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.