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Ausdal Financial Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ausdal Financial 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 		$2.25M Buy
25,610
+385
+2% +$34.9K 0.09% 231
2026
Q1 		$2.3M Buy
25,225
+523
+2% +$47.2K 0.1% 208
2025
Q4 		$2.13M Buy
24,702
+444
+2% +$37.9K 0.1% 216
2025
Q3 		$2.06M Buy
24,258
+15
+0.1% +$1.27K 0.1% 208
2025
Q2 		$2.04M Buy
24,243
+355
+1% +$29.1K 0.14% 152
2025
Q1 		$1.86M Sell
23,888
-903
-4% -$67.4K 0.14% 152
2024
Q4 		$1.75M Sell
24,791
-106
-0.4% -$7.8K 0.15% 145
2024
Q3 		$1.91M Buy
24,897
+94
+0.4% +$6.94K 0.2% 111
2024
Q2 		$1.72M Buy
24,803
+105
+0.4% +$7.37K 0.18% 118
2024
Q1 		$1.75M Sell
24,698
-3,522
-12% -$245K 0.2% 114
2023
Q4 		$1.96M Sell
28,220
-8,295
-23% -$550K 0.24% 100
2023
Q3 		$2.38M Sell
36,515
-1,384
-4% -$93K 0.33% 77
2023
Q2 		$2.56M Buy
37,899
+967
+3% +$66.7K 0.35% 71
2023
Q1 		$2.5M Sell
36,932
-622
-2% -$40.9K 0.34% 69
2022
Q4 		$2.39M Sell
37,554
-1,535
-4% -$93.8K 0.35% 71
2022
Q3 		$2.23M Sell
39,089
-1,091
-3% -$68.4K 0.35% 68
2022
Q2 		$2.54M Buy
40,180
+1,474
+4% +$99K 0.38% 78
2022
Q1 		$2.79M Sell
38,706
-1,763
-4% -$128K 0.38% 67
2021
Q4 		$3.11M Buy
40,469
+924
+2% +$70.4K 0.42% 67
2021
Q3 		$2.98M Buy
39,545
+675
+2% +$52.4K 0.44% 58
2021
Q2 		$2.94M Sell
38,870
-156
-0.4% -$11.8K 0.44% 65
2021
Q1 		$2.85M Buy
39,026
+1,928
+5% +$141K 0.48% 54
2020
Q4 		$2.72M Buy
37,098
+2,358
+7% +$166K 0.53% 51
2020
Q3 		$2.37M Buy
34,740
+8,932
+35% +$608K 0.57% 44
2020
Q2 		$1.71M Buy
25,808
+5,386
+26% +$350K 0.56% 47
2020
Q1 		$1.3M Buy
20,422
+4,643
+29% +$326K 0.46% 58
2019
Q4 		$1.18M Buy
15,779
+3,820
+32% +$285K 0.35% 80
2019
Q3 		$876K Buy
11,959
+1,303
+12% +$94.3K 0.31% 91
2019
Q2 		$767K Buy
10,656
+3,374
+46% +$243K 0.29% 93
2019
Q1 		$524K Buy
7,282
+3,106
+74% +$218K 0.21% 120
2018
Q4 		$278K Buy
+4,176
New +$287K 0.14% 183

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

Ausdal Financial Partners's EFAV Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.5% in Q2 2026, buying an estimated $34.9K and bringing the position to 25,610 shares worth $2.25M. The position accounts for 0.09% of the portfolio, ranked #231.

Ausdal Financial Partners first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.11M in Q4 2021. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Ausdal Financial Partners held 25,610 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.25M as of Q2 2026.
  • Ausdal Financial Partners bought 385 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $34.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.09% of Ausdal Financial Partners's portfolio in Q2 2026, its #231 holding.
  • Ausdal Financial Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Ausdal Financial Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.11M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.