Arax Advisory Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Arax Advisory 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 Q2	$640K	Buy	7,296 +5,254	+257%	+$477K	﹤0.01%	1475
2026 Q1	$187K	Sell	2,042 -4,464	-69%	-$403K	0.01%	1117
2025 Q4	$561K	Buy	+6,506	New	+$556K	0.02%	552
2025 Q3	–	Sell	-2,807	Closed	-$236K	–	3776
2025 Q2	$236K	Sell	2,807 -780	-22%	-$63.8K	0.01%	596
2025 Q1	$279K	Sell	3,587 -508	-12%	-$37.9K	0.02%	443
2024 Q4	$290K	Sell	4,095 -58	-1%	-$4.27K	0.02%	412
2024 Q3	$319K	Sell	4,153 -495	-11%	-$36.6K	0.03%	269
2024 Q2	$322K	Buy	4,648 +83	+2%	+$5.83K	0.03%	252
2024 Q1	$324K	Sell	4,565 -481	-10%	-$33.5K	0.03%	235
2023 Q4	$350K	Buy	5,046 +115	+2%	+$7.62K	0.04%	210
2023 Q3	$322K	Sell	4,931 -791	-14%	-$53.1K	0.04%	200
2023 Q2	$386K	Sell	5,722 -58	-1%	-$4K	0.05%	154
2023 Q1	$391K	Sell	5,780 -341	-6%	-$22.4K	0.05%	149
2022 Q4	$389K	Sell	6,121 -79	-1%	-$4.83K	0.05%	136
2022 Q3	$353K	Sell	6,200 -1,502	-20%	-$94.2K	0.06%	139
2022 Q2	$488K	Sell	7,702 -20	-0.3%	-$1.34K	0.07%	96
2022 Q1	$557K	Sell	7,722 -13,214	-63%	-$959K	0.07%	96
2021 Q4	$1.61M	Sell	20,936 -1,172	-5%	-$89.3K	0.2%	54
2021 Q3	$1.67M	Sell	22,108 -2,103	-9%	-$163K	0.23%	52
2021 Q2	$1.83M	Buy	+24,211	New	+$1.82M	0.25%	53
2020 Q4	$9.31M	Sell	126,810 -464	-0.4%	-$32.7K	1.38%	21
2020 Q3	$8.67M	Buy	127,274 +214	+0.2%	+$14.6K	1.46%	20
2020 Q2	$8.39M	Sell	127,060 -30,977	-20%	-$2.01M	1.49%	20
2020 Q1	$9.81M	Buy	158,037 +15,861	+11%	+$1.11M	2.26%	15
2019 Q4	$10.6M	Buy	142,176 +3,127	+2%	+$233K	3.04%	12
2019 Q3	$10.2M	Buy	139,049 +6,502	+5%	+$471K	3.07%	12
2019 Q2	$9.63M	Buy	+132,547	New	+$9.53M	3.2%	12
2018 Q4	$7.58M	Buy	+113,707	New	+$7.81M	3.01%	11

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

Arax Advisory Partners's EFAV Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 257% in Q2 2026, buying an estimated $477K and bringing the position to 7,296 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Arax Advisory Partners first reported a position in EFAV in Q4 2018 and has held it in 28 quarters since. The position peaked at $10.6M in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Arax Advisory Partners held 7,296 shares of iShares MSCI EAFE Min Vol Factor ETF worth $640K as of Q2 2026.
Arax Advisory Partners bought 5,254 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $477K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1475 holding.
Arax Advisory Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 28 quarters since.
Arax Advisory Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $10.6M in Q4 2019.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.