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Bartlett & Co Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-46
Closed -$3.93K – 1304
2025
Q4 		$3.93K Buy
+46
New +$3.93K ﹤0.01% 1045
2018
Q3 		– Sell
-245
Closed -$17.4K – 721
2018
Q2 		$17.4K Buy
+245
New +$18K ﹤0.01% 547

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

Bartlett & Co Wealth Management's EFAV Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 46 shares — an estimated $3.93K sold.

Bartlett & Co Wealth Management first reported a position in EFAV in Q2 2018 and held it in 2 quarters. The position peaked at $17.4K in Q2 2018. 544 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 46 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $3.93K.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $17.4K in Q2 2018.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.