Beaird Harris Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Beaird Harris 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 Q2	$90.9K	Buy	1,037 +255	+33%	+$23.1K	0.01%	217
2026 Q1	$71.4K	Hold	782	–	–	﹤0.01%	212
2025 Q4	$67.4K	Hold	782	–	–	﹤0.01%	221
2025 Q3	$66.3K	Buy	782 +273	+54%	+$23K	﹤0.01%	217
2025 Q2	$42.8K	Sell	509 -51	-9%	-$4.17K	﹤0.01%	260
2025 Q1	$43.6K	Buy	560 +293	+110%	+$21.9K	﹤0.01%	234
2024 Q4	$18.9K	Hold	267	–	–	﹤0.01%	312
2024 Q3	$20.5K	Sell	267 -12	-4%	-$886	﹤0.01%	293
2024 Q2	$19.4K	Buy	279 +196	+236%	+$13.8K	﹤0.01%	304
2024 Q1	$5.88K	Hold	83	–	–	﹤0.01%	377
2023 Q4	$5.76K	Buy	+83	New	+$5.5K	﹤0.01%	368
2022 Q2	–	Sell	-43	Closed	-$3K	–	463
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	484
2021 Q4	$3K	Buy	+43	New	+$3.28K	﹤0.01%	527

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Beaird Harris Wealth Management's EFAV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 33% in Q2 2026, buying an estimated $23.1K and bringing the position to 1,037 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #217.

Beaird Harris Wealth Management first reported a position in EFAV in Q4 2021 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Beaird Harris Wealth Management held 1,037 shares of iShares MSCI EAFE Min Vol Factor ETF worth $90.9K as of Q2 2026.
Beaird Harris Wealth Management bought 255 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $23.1K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #217 holding.
Beaird Harris Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 13 quarters since.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.