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Bay Colony Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bay Colony Advisors’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 		$246K Buy
2,801
+14
+0.5% +$1.27K 0.03% 415
2026
Q1 		$255K Hold
2,787
– – 0.03% 420
2025
Q4 		$240K Buy
2,787
+10
+0.4% +$855 0.03% 438
2025
Q3 		$236K Sell
2,777
-338
-11% -$28.5K 0.03% 447
2025
Q2 		$262K Buy
+3,115
New +$255K 0.04% 379
2022
Q3 		– Sell
-3,235
Closed -$212K – 335
2022
Q2 		$212K Sell
3,235
-221
-6% -$14.8K 0.05% 308
2022
Q1 		$249K Sell
3,456
-865
-20% -$62.8K 0.06% 297
2021
Q4 		$332K Buy
4,321
+3
+0.1% +$229 0.09% 246
2021
Q3 		$325K Hold
4,318
– – 0.11% 231
2021
Q2 		$326K Buy
4,318
+23
+0.5% +$1.73K 0.11% 236
2021
Q1 		$313K Sell
4,295
-72
-2% -$5.28K 0.12% 215
2020
Q4 		$321K Buy
4,367
+1,293
+42% +$91.1K 0.17% 176
2020
Q3 		$209K Hold
3,074
– – 0.13% 222
2020
Q2 		$203K Buy
+3,074
New +$200K 0.15% 186
2020
Q1 		– Sell
-3,432
Closed -$260K – 191
2019
Q4 		$260K Buy
+3,432
New +$256K 0.17% 199
2019
Q3 		– Sell
-11,670
Closed -$848K – 256
2019
Q2 		$848K Sell
11,670
-773
-6% -$55.6K 0.54% 47
2019
Q1 		$894K Sell
12,443
-8,025
-39% -$562K 0.59% 43
2018
Q4 		$1.36M Sell
20,468
-11,910
-37% -$818K 1.16% 16
2018
Q3 		$2.36M Buy
32,378
+3,019
+10% +$218K 1.81% 8
2018
Q2 		$2.09M Buy
+29,359
New +$2.16M 1.48% 9

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

Bay Colony Advisors's EFAV Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.5% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,801 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #415.

Bay Colony Advisors first reported a position in EFAV in Q2 2018 and has held it in 20 quarters since. The position peaked at $2.36M in Q3 2018. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Bay Colony Advisors held 2,801 shares of iShares MSCI EAFE Min Vol Factor ETF worth $246K as of Q2 2026.
  • Bay Colony Advisors bought 14 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.27K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #415 holding.
  • Bay Colony Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and has held it in 20 quarters since.
  • Bay Colony Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.36M in Q3 2018.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.