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Bell Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bell Investment 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 		$1.59M Buy
18,115
+156
+0.9% +$14.2K 0.23% 50
2026
Q1 		$1.64M Sell
17,959
-72
-0.4% -$6.5K 0.26% 49
2025
Q4 		$1.56M Sell
18,031
-39
-0.2% -$3.33K 0.25% 49
2025
Q3 		$1.53M Buy
18,070
+20
+0.1% +$1.69K 0.25% 46
2025
Q2 		$1.52M Buy
18,050
+188
+1% +$15.4K 0.26% 44
2025
Q1 		$1.39M Sell
17,862
-125
-0.7% -$9.33K 0.26% 41
2024
Q4 		$1.27M Sell
17,987
-1,155
-6% -$85K 0.24% 46
2024
Q3 		$1.47M Sell
19,142
-69
-0.4% -$5.1K 0.27% 41
2024
Q2 		$1.33M Buy
19,211
+158
+0.8% +$11.1K 0.26% 42
2024
Q1 		$1.35M Buy
19,053
+1,836
+11% +$128K 0.26% 44
2023
Q4 		$1.19M Buy
17,217
+1,383
+9% +$91.7K 0.24% 47
2023
Q3 		$1.03M Sell
15,834
-102
-0.6% -$6.85K 0.23% 45
2023
Q2 		$1.08M Sell
15,936
-929
-6% -$64.1K 0.24% 43
2023
Q1 		$1.14M Sell
16,865
-73
-0.4% -$4.8K 0.27% 38
2022
Q4 		$1.08M Buy
16,938
+16,075
+1,863% +$982K 0.27% 39
2022
Q3 		$49K Hold
863
– – 0.02% 137
2022
Q2 		$55K Buy
+863
New +$58K 0.02% 127
2021
Q4 		$283K Buy
3,683
+680
+23% +$51.8K 0.08% 67
2021
Q3 		$226K Buy
+3,003
New +$233K 0.07% 64

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

Bell Investment Advisors's EFAV Position: Q2 2026 in Review

Bell Investment Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.87% in Q2 2026, buying an estimated $14.2K and bringing the position to 18,115 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #50.

Bell Investment Advisors first reported a position in EFAV in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Bell Investment Advisors held 18,115 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.59M as of Q2 2026.
  • Bell Investment Advisors bought 156 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $14.2K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.23% of Bell Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Bell Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.64M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.