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Atomi Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Atomi Financial Group’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 		$1.27M Buy
14,533
+269
+2% +$24.4K 0.03% 392
2026
Q1 		$1.3M Buy
14,264
+123
+0.9% +$11.1K 0.04% 349
2025
Q4 		$1.22M Buy
14,141
+17
+0.1% +$1.45K 0.04% 354
2025
Q3 		$1.2M Sell
14,124
-39
-0.3% -$3.29K 0.04% 316
2025
Q2 		$1.19M Sell
14,163
-179
-1% -$14.7K 0.05% 288
2025
Q1 		$1.12M Buy
14,342
+4,973
+53% +$371K 0.05% 278
2024
Q4 		$663K Buy
9,369
+4,047
+76% +$298K 0.03% 370
2024
Q3 		$408K Buy
5,322
+165
+3% +$12.2K 0.03% 535
2024
Q2 		$358K Buy
5,157
+649
+14% +$45.6K 0.03% 523
2024
Q1 		$320K Buy
4,508
+12
+0.3% +$835 0.03% 512
2023
Q4 		$312K Buy
4,496
+281
+7% +$18.6K 0.04% 405
2023
Q3 		$275K Buy
+4,215
New +$283K 0.09% 255

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

Atomi Financial Group's EFAV Position: Q2 2026 in Review

Atomi Financial Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.9% in Q2 2026, buying an estimated $24.4K and bringing the position to 14,533 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #392.

Atomi Financial Group first reported a position in EFAV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Atomi Financial Group held 14,533 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.27M as of Q2 2026.
  • Atomi Financial Group bought 269 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $24.4K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #392 holding.
  • Atomi Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.3M in Q1 2026.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.