Baird Financial Group
EFAV icon

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

Baird 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 		$9.71M Buy
110,680
+8,660
+8% +$786K 0.01% 612
2026
Q1 		$9.32M Buy
102,020
+12,419
+14% +$1.12M 0.01% 581
2025
Q4 		$7.73M Sell
89,601
-69
-0.1% -$5.9K 0.01% 618
2025
Q3 		$7.61M Buy
89,670
+7,385
+9% +$623K 0.01% 613
2025
Q2 		$6.92M Buy
82,285
+1,926
+2% +$158K 0.01% 611
2025
Q1 		$6.26M Buy
80,359
+2,052
+3% +$153K 0.01% 607
2024
Q4 		$5.54M Buy
78,307
+26,818
+52% +$1.97M 0.01% 654
2024
Q3 		$3.95M Buy
51,489
+1,839
+4% +$136K 0.01% 751
2024
Q2 		$3.44M Buy
49,650
+2,117
+4% +$149K 0.01% 783
2024
Q1 		$3.37M Sell
47,533
-21,754
-31% -$1.51M 0.01% 798
2023
Q4 		$4.8M Sell
69,287
-594
-0.9% -$39.4K 0.01% 666
2023
Q3 		$4.56M Sell
69,881
-4,224
-6% -$284K 0.01% 645
2023
Q2 		$5M Buy
74,105
+1,716
+2% +$118K 0.01% 623
2023
Q1 		$4.9M Buy
72,389
+8,433
+13% +$555K 0.01% 601
2022
Q4 		$4.07M Sell
63,956
-17,712
-22% -$1.08M 0.01% 632
2022
Q3 		$4.66M Sell
81,668
-20,162
-20% -$1.26M 0.01% 577
2022
Q2 		$6.45M Sell
101,830
-4,982
-5% -$335K 0.02% 531
2022
Q1 		$7.71M Sell
106,812
-18,005
-14% -$1.31M 0.02% 505
2021
Q4 		$9.58M Buy
124,817
+30,028
+32% +$2.29M 0.02% 447
2021
Q3 		$7.14M Sell
94,789
-90,733
-49% -$7.05M 0.02% 501
2021
Q2 		$14M Sell
185,522
-373,704
-67% -$28.2M 0.04% 361
2021
Q1 		$40.8M Sell
559,226
-7,455
-1% -$547K 0.11% 201
2020
Q4 		$41.6M Buy
566,681
+12,612
+2% +$889K 0.12% 191
2020
Q3 		$37.7M Buy
554,069
+88,749
+19% +$6.04M 0.13% 187
2020
Q2 		$30.7M Sell
465,320
-49,215
-10% -$3.19M 0.12% 202
2020
Q1 		$31.9M Sell
514,535
-60,212
-10% -$4.23M 0.15% 173
2019
Q4 		$42.8M Buy
574,747
+9,204
+2% +$686K 0.15% 163
2019
Q3 		$41.4M Buy
565,543
+148,682
+36% +$10.8M 0.16% 156
2019
Q2 		$30.3M Buy
416,861
+95,550
+30% +$6.87M 0.12% 199
2019
Q1 		$23.1M Sell
321,311
-5,846
-2% -$410K 0.14% 200
2018
Q4 		$21.8M Buy
327,157
+225,061
+220% +$15.5M 0.15% 179
2018
Q3 		$7.42M Sell
102,096
-4,112
-4% -$297K 0.05% 362
2018
Q2 		$7.56M Buy
106,208
+2,201
+2% +$162K 0.05% 342
2018
Q1 		$7.66M Buy
104,007
+21,738
+26% +$1.6M 0.05% 335
2017
Q4 		$6M Buy
82,269
+2,484
+3% +$179K 0.04% 387
2017
Q3 		$5.67M Buy
79,785
+2,223
+3% +$157K 0.04% 394
2017
Q2 		$5.37M Buy
77,562
+958
+1% +$66K 0.04% 392
2017
Q1 		$5.06M Buy
76,604
+14,126
+23% +$904K 0.04% 397
2016
Q4 		$3.83M Buy
62,478
+248
+0.4% +$15.7K 0.03% 430
2016
Q3 		$4.21M Buy
62,230
+36,626
+143% +$2.46M 0.04% 405
2016
Q2 		$1.7M Buy
25,604
+10,711
+72% +$716K 0.02% 595
2016
Q1 		$989K Buy
+14,893
New +$948K 0.01% 724

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

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

Baird Financial Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.5% in Q2 2026, buying an estimated $786K and bringing the position to 110,680 shares worth $9.71M. The position accounts for 0.01% of the portfolio, ranked #612.

Baird Financial Group first reported a position in EFAV in Q1 2016 and has held it in 42 quarters since. The position peaked at $42.8M in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Baird Financial Group held 110,680 shares of iShares MSCI EAFE Min Vol Factor ETF worth $9.71M as of Q2 2026.
  • Baird Financial Group bought 8,660 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $786K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #612 holding.
  • Baird Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and has held it in 42 quarters since.
  • Baird Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $42.8M in Q4 2019.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.