Arrowroot Family Office’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Arrowroot Family Office’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	$380K	Sell	4,161 -180	-4%	-$16.3K	0.13%	115
2025 Q4	$374K	Buy	4,341 +41	+1%	+$3.5K	0.14%	104
2025 Q3	$365K	Sell	4,300 -3	-0.1%	-$253	0.15%	102
2025 Q2	$362K	Buy	+4,303	New	+$352K	0.16%	100
2024 Q4	$395K	Sell	5,584 -470	-8%	-$34.6K	0.21%	91
2024 Q3	$464K	Sell	6,054 -8,767	-59%	-$648K	0.27%	77
2024 Q2	$1.03M	Buy	14,821 +650	+5%	+$45.6K	0.66%	39
2024 Q1	$1M	Buy	14,171 +916	+7%	+$63.7K	0.64%	42
2023 Q4	$919K	Buy	13,255 +4,433	+50%	+$294K	0.65%	42
2023 Q3	$575K	Buy	8,822 +2,794	+46%	+$188K	0.45%	59
2023 Q2	$407K	Buy	+6,028	New	+$416K	0.31%	80

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Arrowroot Family Office's EFAV Position: Q1 2026 in Review

Arrowroot Family Office reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.1% in Q1 2026, selling an estimated $16.3K and leaving 4,161 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #115.

Arrowroot Family Office first reported a position in EFAV in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2024. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Arrowroot Family Office held 4,161 shares of iShares MSCI EAFE Min Vol Factor ETF worth $380K as of Q1 2026.
Arrowroot Family Office sold 180 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $16.3K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.13% of Arrowroot Family Office's portfolio in Q1 2026, its #115 holding.
Arrowroot Family Office first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and has held it in 11 quarters since.
Arrowroot Family Office's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.03M in Q2 2024.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.