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

Bleakley 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 		$1.63M Buy
18,568
+763
+4% +$69.2K 0.02% 526
2026
Q1 		$1.63M Buy
17,805
+38
+0.2% +$3.43K 0.03% 424
2025
Q4 		$1.53M Buy
17,767
+79
+0.4% +$6.75K 0.03% 396
2025
Q3 		$1.5M Sell
17,688
-328
-2% -$27.7K 0.03% 345
2025
Q2 		$1.51M Buy
+18,016
New +$1.47M 0.04% 321

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

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

Bleakley Financial Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.3% in Q2 2026, buying an estimated $69.2K and bringing the position to 18,568 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #526.

Bleakley Financial Group first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Bleakley Financial Group held 18,568 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.63M as of Q2 2026.
  • Bleakley Financial Group bought 763 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $69.2K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #526 holding.
  • Bleakley Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.