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

Bestgate Wealth 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
Q1 		– Sell
-2,338
Closed -$202K – 49
2025
Q4 		$202K Sell
2,338
-1,896
-45% -$162K 0.35% 53
2025
Q3 		$359K Hold
4,234
– – 0.63% 37
2025
Q2 		$330K Hold
4,234
– – 0.68% 36
2025
Q1 		$330K Hold
4,234
– – 0.68% 36
2024
Q4 		$299K Buy
+4,234
New +$312K 0.6% 43

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Bestgate Wealth Advisors's EFAV Position: Q1 2026 in Review

Bestgate Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 2,338 shares — an estimated $202K sold.

Bestgate Wealth Advisors first reported a position in EFAV in Q4 2024 and held it in 5 quarters. The position peaked at $359K in Q3 2025. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Bestgate Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Bestgate Wealth Advisors sold 2,338 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $202K.
  • Bestgate Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and held it in 5 quarters.
  • Bestgate Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $359K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.