Avantax Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$10M	Sell	119,045 -1,452	-1%	-$119K	0.06%	268
2025 Q1	$9.39M	Buy	120,497 +13,217	+12%	+$987K	0.06%	262
2024 Q4	$7.59M	Buy	107,280 +466	+0.4%	+$34.3K	0.05%	292
2024 Q3	$8.19M	Buy	106,814 +3,229	+3%	+$238K	0.05%	276
2024 Q2	$7.18M	Buy	103,585 +12,074	+13%	+$848K	0.05%	276
2024 Q1	$6.49M	Sell	91,511 -4,492	-5%	-$312K	0.06%	248
2023 Q4	$6.66M	Sell	96,003 -19,135	-17%	-$1.27M	0.07%	226
2023 Q3	$7.51M	Sell	115,138 -258,084	-69%	-$17.3M	0.08%	188
2023 Q2	$25.2M	Buy	373,222 +15,214	+4%	+$1.05M	0.29%	45
2023 Q1	$24.2M	Buy	358,008 +21,457	+6%	+$1.41M	0.3%	45
2022 Q4	$21.4M	Buy	336,551 +14,621	+5%	+$893K	0.29%	47
2022 Q3	$18.4M	Buy	321,930 +8,598	+3%	+$539K	0.28%	51
2022 Q2	$19.8M	Buy	313,332 +3,634	+1%	+$244K	0.3%	49
2022 Q1	$22.3M	Sell	309,698 -2,951	-0.9%	-$214K	0.31%	44
2021 Q4	$24M	Buy	312,649 +10,223	+3%	+$779K	0.36%	36
2021 Q3	$22.8M	Buy	302,426 +11,246	+4%	+$873K	0.38%	34
2021 Q2	$22M	Buy	291,180 +17,350	+6%	+$1.31M	0.4%	35
2021 Q1	$20M	Sell	273,830 -79,716	-23%	-$5.85M	0.43%	36
2020 Q4	$26M	Sell	353,546 -191,316	-35%	-$13.5M	0.62%	23
2020 Q3	$37.1M	Buy	544,862 +215,551	+65%	+$14.7M	0.6%	31
2020 Q2	$21.7M	Buy	329,311 +28,521	+9%	+$1.85M	0.63%	23
2020 Q1	$18.7M	Buy	300,790 +831	+0.3%	+$58.4K	0.56%	23
2019 Q4	$22.4M	Buy	299,959 +279,715	+1,382%	+$20.8M	0.52%	24
2019 Q3	$1.48M	Buy	20,244 +94	+0.5%	+$6.8K	0.06%	160
2019 Q2	$1.46M	Sell	20,150 -9,363	-32%	-$673K	0.06%	146
2019 Q1	$2.13M	Buy	29,513 +2,714	+10%	+$190K	0.11%	98
2018 Q4	$1.78M	Buy	+26,799	New	+$1.84M	0.3%	89

Other funds holding EFAV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Avantax Advisory Services's EFAV Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.2% in Q2 2025, selling an estimated $119K and leaving 119,045 shares worth $10M. The position accounts for 0.06% of the portfolio, ranked #268.

Avantax Advisory Services first reported a position in EFAV in Q4 2018 and has held it in 27 quarters since. The position peaked at $37.1M in Q3 2020. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

Avantax Advisory Services held 119,045 shares of iShares MSCI EAFE Min Vol Factor ETF worth $10M as of Q2 2025.
Avantax Advisory Services sold 1,452 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $119K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #268 holding.
Avantax Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $37.1M in Q3 2020.
515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.