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Ameritas Investment Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ameritas Investment Partners’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
Q1 		$425K Sell
4,649
-118
-2% -$10.7K 0.01% 895
2025
Q4 		$411K Sell
4,767
-1,000
-17% -$85.5K 0.01% 882
2025
Q3 		$489K Sell
5,767
-300
-5% -$25.3K 0.02% 828
2025
Q2 		$510K Sell
6,067
-1,699
-22% -$139K 0.02% 839
2025
Q1 		$605K Sell
7,766
-25
-0.3% -$1.87K 0.02% 746
2024
Q4 		$551K Sell
7,791
-900
-10% -$66.2K 0.02% 800
2024
Q3 		$667K Buy
8,691
+544
+7% +$40.2K 0.02% 743
2024
Q2 		$565K Sell
8,147
-39
-0.5% -$2.74K 0.02% 766
2024
Q1 		$580K Sell
8,186
-140
-2% -$9.74K 0.02% 764
2023
Q4 		$577K Hold
8,326
– – 0.02% 761
2023
Q3 		$543K Sell
8,326
-2,000
-19% -$134K 0.02% 745
2023
Q2 		$697K Sell
10,326
-321
-3% -$22.1K 0.03% 689
2023
Q1 		$720K Hold
10,647
– – 0.03% 681
2022
Q4 		$677K Buy
10,647
+2
+0% +$122 0.03% 705
2022
Q3 		$606K Sell
10,645
-250
-2% -$15.7K 0.03% 700
2022
Q2 		$689K Buy
10,895
+9
+0.1% +$605 0.03% 669
2022
Q1 		$785K Sell
10,886
-95
-0.9% -$6.89K 0.03% 688
2021
Q4 		$843K Buy
10,981
+4
+0% +$305 0.03% 687
2021
Q3 		$827K Sell
10,977
-785
-7% -$61K 0.03% 665
2021
Q2 		$888K Buy
11,762
+7
+0.1% +$527 0.03% 660
2021
Q1 		$857K Buy
11,755
+100
+0.9% +$7.34K 0.03% 651
2020
Q4 		$855K Sell
11,655
-511
-4% -$36K 0.04% 611
2020
Q3 		$828K Sell
12,166
-307
-2% -$20.9K 0.04% 544
2020
Q2 		$823K Buy
12,473
+285
+2% +$18.5K 0.04% 534
2020
Q1 		$756K Buy
12,188
+853
+8% +$59.9K 0.04% 470
2019
Q4 		$844K Sell
11,335
-280
-2% -$20.9K 0.04% 578
2019
Q3 		$851K Sell
11,615
-235
-2% -$17K 0.04% 561
2019
Q2 		$860K Hold
11,850
– – 0.04% 572
2019
Q1 		$853K Hold
11,850
– – 0.04% 573
2018
Q4 		$789K Buy
11,850
+193
+2% +$13.3K 0.04% 547
2018
Q3 		$848K Sell
11,657
-115
-1% -$8.29K 0.04% 597
2018
Q2 		$837K Buy
11,772
+2
+0% +$147 0.04% 599
2018
Q1 		$867K Buy
11,770
+550
+5% +$40.6K 0.04% 569
2017
Q4 		$225K Hold
11,220
– – 0.01% 1028
2017
Q3 		$797K Hold
11,220
– – 0.04% 616
2017
Q2 		$776K Hold
11,220
– – 0.04% 623
2017
Q1 		$740K Sell
11,220
-1,850
-14% -$118K 0.04% 641
2016
Q4 		$800K Sell
13,070
-2,015
-13% -$127K 0.04% 603
2016
Q3 		$1.02M Buy
15,085
+50
+0.3% +$3.36K 0.06% 472
2016
Q2 		$998K Sell
15,035
-185
-1% -$12.4K 0.06% 300
2016
Q1 		$1.01M Sell
15,220
-380
-2% -$24.2K 0.07% 298
2015
Q4 		$1.01M Buy
+15,600
New +$1.02M 0.07% 290

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Ameritas Investment Partners's EFAV Position: Q1 2026 in Review

Ameritas Investment Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.5% in Q1 2026, selling an estimated $10.7K and leaving 4,649 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #895.

Ameritas Investment Partners first reported a position in EFAV in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.02M in Q3 2016. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Ameritas Investment Partners held 4,649 shares of iShares MSCI EAFE Min Vol Factor ETF worth $425K as of Q1 2026.
  • Ameritas Investment Partners sold 118 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $10.7K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #895 holding.
  • Ameritas Investment Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • Ameritas Investment Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.02M in Q3 2016.
  • 539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.