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Beacon Pointe Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Beacon Pointe 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 		$2.41M Buy
27,494
+2,184
+9% +$198K 0.01% 701
2026
Q1 		$2.31M Buy
25,310
+4,958
+24% +$448K 0.01% 681
2025
Q4 		$1.76M Buy
20,352
+1,260
+7% +$108K 0.01% 648
2025
Q3 		$1.62M Buy
19,092
+703
+4% +$59.4K 0.01% 596
2025
Q2 		$1.55M Sell
18,389
-719
-4% -$58.8K 0.02% 538
2025
Q1 		$1.49M Sell
19,108
-272
-1% -$20.3K 0.02% 532
2024
Q4 		$1.37M Sell
19,380
-52
-0.3% -$3.83K 0.02% 559
2024
Q3 		$1.49M Sell
19,432
-513
-3% -$37.9K 0.02% 534
2024
Q2 		$1.38M Sell
19,945
-1,718
-8% -$121K 0.02% 549
2024
Q1 		$1.54M Sell
21,663
-712
-3% -$49.5K 0.02% 558
2023
Q4 		$1.55M Sell
22,375
-3,842
-15% -$255K 0.02% 543
2023
Q3 		$1.71M Buy
26,217
+69
+0.3% +$4.63K 0.02% 497
2023
Q2 		$1.77M Buy
26,148
+351
+1% +$24.2K 0.03% 406
2023
Q1 		$1.75M Buy
25,797
+847
+3% +$55.8K 0.03% 423
2022
Q4 		$1.59M Sell
24,950
-1,967
-7% -$120K 0.03% 408
2022
Q3 		$1.54M Sell
26,917
-2,811
-9% -$176K 0.03% 368
2022
Q2 		$1.88M Sell
29,728
-12,509
-30% -$841K 0.04% 339
2022
Q1 		$3.05M Buy
42,237
+13,389
+46% +$972K 0.04% 357
2021
Q4 		$2.21M Buy
28,848
+3,813
+15% +$291K 0.06% 248
2021
Q3 		$1.89M Buy
25,035
+16,511
+194% +$1.28M 0.05% 292
2021
Q2 		$644K Buy
8,524
+1,625
+24% +$122K 0.02% 422
2021
Q1 		$505K Sell
6,899
-103
-1% -$7.56K 0.03% 294
2020
Q4 		$513K Buy
7,002
+298
+4% +$21K 0.04% 276
2020
Q3 		$457K Sell
6,704
-253
-4% -$17.2K 0.04% 239
2020
Q2 		$461K Buy
6,957
+3,313
+91% +$215K 0.05% 243
2020
Q1 		$224K Sell
3,644
-1,228
-25% -$86.3K 0.04% 265
2019
Q4 		$363K Buy
+4,872
New +$363K 0.11% 153

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

Beacon Pointe Advisors's EFAV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.6% in Q2 2026, buying an estimated $198K and bringing the position to 27,494 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #701.

Beacon Pointe Advisors first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.05M in Q1 2022. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Beacon Pointe Advisors held 27,494 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.41M as of Q2 2026.
  • Beacon Pointe Advisors bought 2,184 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $198K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #701 holding.
  • Beacon Pointe Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Beacon Pointe Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.05M in Q1 2022.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.