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Berger Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Berger Financial Group’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 		$1.61M Sell
18,372
-1,628
-8% -$148K 0.08% 173
2026
Q1 		$1.83M Sell
20,000
-550
-3% -$49.7K 0.1% 150
2025
Q4 		$1.77M Sell
20,550
-19
-0.1% -$1.62K 0.1% 152
2025
Q3 		$1.74M Sell
20,569
-112
-0.5% -$9.46K 0.1% 152
2025
Q2 		$1.74M Sell
20,681
-1,012
-5% -$82.8K 0.11% 144
2025
Q1 		$1.69M Sell
21,693
-915
-4% -$68.3K 0.12% 136
2024
Q4 		$1.6M Sell
22,608
-1,209
-5% -$89K 0.11% 139
2024
Q3 		$1.83M Sell
23,817
-1,052
-4% -$77.7K 0.13% 125
2024
Q2 		$1.72M Sell
24,869
-15,483
-38% -$1.09M 0.14% 119
2024
Q1 		$2.86M Buy
40,352
+35,405
+716% +$2.46M 0.24% 97
2023
Q4 		$343K Buy
4,947
+626
+14% +$41.5K 0.04% 209
2023
Q3 		$282K Hold
4,321
– – 0.03% 217
2023
Q2 		$292K Sell
4,321
-154
-3% -$10.6K 0.03% 214
2023
Q1 		$303K Hold
4,475
– – 0.04% 205
2022
Q4 		$285K Sell
4,475
-56
-1% -$3.42K 0.04% 204
2022
Q3 		$258K Buy
4,531
+34
+0.8% +$2.13K 0.04% 204
2022
Q2 		$285K Buy
4,497
+45
+1% +$3.02K 0.04% 189
2022
Q1 		$321K Sell
4,452
-640
-13% -$46.4K 0.04% 198
2021
Q4 		$391K Sell
5,092
-1,318
-21% -$100K 0.05% 178
2021
Q3 		$483K Hold
6,410
– – 0.09% 121
2021
Q2 		$484K Sell
6,410
-459
-7% -$34.6K 0.09% 119
2021
Q1 		$501K Sell
6,869
-135
-2% -$9.91K 0.11% 110
2020
Q4 		$514K Buy
+7,004
New +$493K 0.09% 127

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

Berger Financial Group's EFAV Position: Q2 2026 in Review

Berger Financial Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.1% in Q2 2026, selling an estimated $148K and leaving 18,372 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #173.

Berger Financial Group first reported a position in EFAV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.86M in Q1 2024. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Berger Financial Group held 18,372 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.61M as of Q2 2026.
  • Berger Financial Group sold 1,628 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $148K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #173 holding.
  • Berger Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.86M in Q1 2024.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.