Bessemer Group
EFAV icon

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

Bessemer 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 		– Sell
-2,719
Closed -$248K – 2546
2026
Q1 		$248K Hold
2,719
– – ﹤0.01% 1339
2025
Q4 		$235K Hold
2,719
– – ﹤0.01% 1325
2025
Q3 		$231K Sell
2,719
-1,300
-32% -$110K ﹤0.01% 1086
2025
Q2 		$338K Sell
4,019
-300
-7% -$24.6K ﹤0.01% 957
2025
Q1 		$337K Sell
4,319
-1,875
-30% -$140K ﹤0.01% 966
2024
Q4 		$438K Buy
+6,194
New +$456K ﹤0.01% 915
2022
Q3 		– Sell
-44
Closed -$3K – 2055
2022
Q2 		$3K Sell
44
-683
-94% -$45.9K ﹤0.01% 1663
2022
Q1 		$52K Buy
727
+683
+1,552% +$49.6K ﹤0.01% 1069
2021
Q4 		$3K Hold
44
– – ﹤0.01% 1712
2021
Q3 		$3K Hold
44
– – ﹤0.01% 1567
2021
Q2 		$3K Buy
+44
New +$3.31K ﹤0.01% 1468
2020
Q2 		– Sell
-72
Closed -$4K – 1715
2020
Q1 		$4K Hold
72
– – ﹤0.01% 1510
2019
Q4 		$5K Sell
72
-5,428
-99% -$404K ﹤0.01% 1486
2019
Q3 		$403K Sell
5,500
-425
-7% -$30.8K ﹤0.01% 920
2019
Q2 		$431K Hold
5,925
– – ﹤0.01% 909
2019
Q1 		$427K Sell
5,925
-1,229
-17% -$86.1K ﹤0.01% 833
2018
Q4 		$477K Buy
7,154
+883
+14% +$60.7K ﹤0.01% 764
2018
Q3 		$456K Sell
6,271
-1,466
-19% -$106K ﹤0.01% 785
2018
Q2 		$550K Buy
7,737
+212
+3% +$15.6K ﹤0.01% 744
2018
Q1 		$554K Hold
7,525
– – ﹤0.01% 754
2017
Q4 		$549K Hold
7,525
– – ﹤0.01% 782
2017
Q3 		$535K Sell
7,525
-94
-1% -$6.62K ﹤0.01% 832
2017
Q2 		$528K Buy
+7,619
New +$525K ﹤0.01% 846
2016
Q3 		– Sell
-1,099
Closed -$73K – 1815
2016
Q2 		$73K Hold
1,099
– – ﹤0.01% 809
2016
Q1 		$73K Sell
1,099
-679
-38% -$43.2K ﹤0.01% 835
2015
Q4 		$115K Buy
+1,778
New +$116K ﹤0.01% 817

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

Bessemer Group's EFAV Position: Q2 2026 in Review

Bessemer Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 2,719 shares — an estimated $248K sold.

Bessemer Group first reported a position in EFAV in Q4 2015 and held it in 26 quarters. The position peaked at $554K in Q1 2018. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Bessemer Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 2,719 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $248K.
  • Bessemer Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 26 quarters.
  • Bessemer Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $554K in Q1 2018.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.