Blankinship & Foster’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Blankinship & Foster’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	$399K	Buy	4,544 +86	+2%	+$7.8K	0.08%	53
2026 Q1	$407K	Hold	4,458	–	–	0.09%	50
2025 Q4	$385K	Buy	4,458 +60	+1%	+$5.13K	0.08%	53
2025 Q3	$373K	Hold	4,398	–	–	0.08%	51
2025 Q2	$370K	Sell	4,398 -512	-10%	-$41.9K	0.09%	53
2025 Q1	$383K	Hold	4,910	–	–	0.1%	49
2024 Q4	$347K	Buy	4,910 +60	+1%	+$4.42K	0.09%	50
2024 Q3	$372K	Hold	4,850	–	–	0.09%	49
2024 Q2	$336K	Buy	4,850 +99	+2%	+$6.95K	0.09%	50
2024 Q1	$337K	Hold	4,751	–	–	0.09%	46
2023 Q4	$329K	Buy	4,751 +55	+1%	+$3.65K	0.09%	49
2023 Q3	$306K	Hold	4,696	–	–	0.1%	46
2023 Q2	$317K	Buy	4,696 +89	+2%	+$6.14K	0.1%	46
2023 Q1	$312K	Hold	4,607	–	–	0.14%	48
2022 Q4	$293K	Buy	4,607 +36	+0.8%	+$2.2K	0.13%	49
2022 Q3	$261K	Hold	4,571	–	–	0.13%	48
2022 Q2	$289K	Buy	4,571 +81	+2%	+$5.44K	0.13%	44
2022 Q1	$324K	Hold	4,490	–	–	0.13%	44
2021 Q4	$345K	Buy	4,490 +38	+0.9%	+$2.9K	0.13%	43
2021 Q3	$335K	Sell	4,452 -636	-13%	-$49.4K	0.14%	42
2021 Q2	$384K	Buy	5,088 +83	+2%	+$6.25K	0.15%	40
2021 Q1	$365K	Hold	5,005	–	–	0.15%	40
2020 Q4	$367K	Hold	5,005	–	–	0.15%	38
2020 Q3	$341K	Hold	5,005	–	–	0.16%	38
2020 Q2	$331K	Buy	5,005 +72	+1%	+$4.67K	0.17%	35
2020 Q1	$306K	Hold	4,933	–	–	0.2%	34
2019 Q4	$368K	Buy	4,933 +113	+2%	+$8.42K	0.2%	32
2019 Q3	$353K	Hold	4,820	–	–	0.21%	33
2019 Q2	$350K	Buy	4,820 +90	+2%	+$6.47K	0.21%	33
2019 Q1	$341K	Hold	4,730	–	–	0.21%	36
2018 Q4	$315K	Buy	4,730 +55	+1%	+$3.78K	0.21%	35
2018 Q3	$340K	Hold	4,675	–	–	0.21%	28
2018 Q2	$333K	Buy	4,675 +93	+2%	+$6.84K	0.22%	26
2018 Q1	$338K	Hold	4,582	–	–	0.22%	27
2017 Q4	$334K	Buy	+4,582	New	+$330K	0.21%	27

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Blankinship & Foster's EFAV Position: Q2 2026 in Review

Blankinship & Foster increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.9% in Q2 2026, buying an estimated $7.8K and bringing the position to 4,544 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #53.

Blankinship & Foster first reported a position in EFAV in Q4 2017 and has held it in 35 quarters since. The position peaked at $407K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Blankinship & Foster held 4,544 shares of iShares MSCI EAFE Min Vol Factor ETF worth $399K as of Q2 2026.
Blankinship & Foster bought 86 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $7.8K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Blankinship & Foster's portfolio in Q2 2026, its #53 holding.
Blankinship & Foster first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
Blankinship & Foster's iShares MSCI EAFE Min Vol Factor ETF position peaked at $407K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Blankinship & Foster's 13F filing for Q2 2026, filed 31 Jul 2026.