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Ameritas Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ameritas Advisory Services’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
-6,148
Closed -$562K – 1999
2026
Q1 		$562K Sell
6,148
-300
-5% -$27.1K 0.02% 536
2025
Q4 		$556K Buy
6,448
+5,006
+347% +$428K 0.02% 529
2025
Q3 		$122K Sell
1,442
-877
-38% -$74K 0.01% 775
2025
Q2 		$195K Sell
2,319
-14,051
-86% -$1.15M 0.01% 740
2025
Q1 		$1.26M Buy
16,370
+11,761
+255% +$878K 0.05% 334
2024
Q4 		$326K Sell
4,609
-118
-2% -$8.68K 0.01% 703
2024
Q3 		$363K Sell
4,727
-778
-14% -$57.5K 0.02% 628
2024
Q2 		$382K Sell
5,505
-127
-2% -$8.91K 0.01% 659
2024
Q1 		$397K Buy
5,632
+179
+3% +$12.5K 0.02% 616
2023
Q4 		$375K Buy
5,453
+15
+0.3% +$994 0.02% 496
2023
Q3 		$352K Buy
+5,438
New +$365K 0.02% 591
2023
Q2 		– Sell
-5,384
Closed -$372K – 1083
2023
Q1 		$372K Sell
5,384
-1,738
-24% -$114K 0.02% 572
2022
Q4 		$453K Sell
7,122
-22
-0.3% -$1.34K 0.02% 568
2022
Q3 		$407K Sell
7,144
-261
-4% -$16.4K 0.02% 487
2022
Q2 		$469K Sell
7,405
-60
-0.8% -$4.03K 0.03% 472
2022
Q1 		$539K Buy
7,465
+157
+2% +$11.4K 0.02% 480
2021
Q4 		$561K Buy
+7,308
New +$557K 0.02% 470

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

Ameritas Advisory Services's EFAV Position: Q2 2026 in Review

Ameritas Advisory Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 6,148 shares — an estimated $562K sold.

Ameritas Advisory Services first reported a position in EFAV in Q4 2021 and held it in 17 quarters. The position peaked at $1.26M in Q1 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Ameritas Advisory Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 6,148 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $562K.
  • Ameritas Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 17 quarters.
  • Ameritas Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.26M in Q1 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.