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

Bellwether 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 		$1.56M Buy
17,827
+251
+1% +$22.8K 0.23% 79
2026
Q1 		$1.61M Sell
17,576
-333
-2% -$30.1K 0.27% 82
2025
Q4 		$1.54M Buy
17,909
+784
+5% +$67K 0.25% 67
2025
Q3 		$1.45M Buy
17,125
+85
+0.5% +$7.18K 0.24% 76
2025
Q2 		$1.43M Sell
17,040
-35
-0.2% -$2.86K 0.24% 64
2025
Q1 		$1.33M Buy
17,075
+62
+0.4% +$4.63K 0.28% 58
2024
Q4 		$1.2M Sell
17,013
-162
-0.9% -$11.9K 0.22% 64
2024
Q3 		$1.32M Sell
17,175
-78
-0.5% -$5.76K 0.25% 60
2024
Q2 		$1.2M Sell
17,253
-1,007
-6% -$70.7K 0.25% 67
2024
Q1 		$1.29M Buy
18,260
+62
+0.3% +$4.31K 0.28% 66
2023
Q4 		$1.26M Sell
18,198
-1,058
-5% -$70.1K 0.31% 60
2023
Q3 		$1.26M Sell
19,256
-356
-2% -$23.9K 0.34% 63
2023
Q2 		$1.32M Sell
19,612
-1,325
-6% -$91.4K 0.39% 45
2023
Q1 		$1.42M Sell
20,937
-2,682
-11% -$177K 0.39% 58
2022
Q4 		$1.5M Sell
23,619
-44,537
-65% -$2.72M 0.44% 55
2022
Q3 		$3.88M Sell
68,156
-5,370
-7% -$337K 1.28% 17
2022
Q2 		$4.65M Sell
73,526
-9,528
-11% -$640K 1.5% 16
2022
Q1 		$5.99M Buy
83,054
+1,240
+2% +$90K 1.78% 14
2021
Q4 		$6.28M Sell
81,814
-2,745
-3% -$209K 1.95% 13
2021
Q3 		$6.37M Sell
84,559
-775
-0.9% -$60.2K 2.12% 11
2021
Q2 		$6.45M Sell
85,334
-5,413
-6% -$408K 2.22% 11
2021
Q1 		$6.63M Sell
90,747
-3,635
-4% -$267K 2.62% 9
2020
Q4 		$6.93M Buy
+94,382
New +$6.65M 3.05% 7

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

Bellwether Advisors's EFAV Position: Q2 2026 in Review

Bellwether Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.4% in Q2 2026, buying an estimated $22.8K and bringing the position to 17,827 shares worth $1.56M. The position accounts for 0.23% of the portfolio, ranked #79.

Bellwether Advisors first reported a position in EFAV in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.93M in Q4 2020. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Bellwether Advisors held 17,827 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.56M as of Q2 2026.
  • Bellwether Advisors bought 251 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $22.8K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.23% of Bellwether Advisors's portfolio in Q2 2026, its #79 holding.
  • Bellwether Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.93M in Q4 2020.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.