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Blue Barn Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Blue Barn Wealth’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
2025
Q4 		– Sell
-6,081
Closed -$516K – 82
2025
Q3 		$516K Sell
6,081
-44
-0.7% -$3.71K 0.23% 67
2025
Q2 		$515K Sell
6,125
-108
-2% -$8.84K 0.24% 63
2025
Q1 		$486K Sell
6,233
-1,620
-21% -$121K 0.25% 61
2024
Q4 		$555K Sell
7,853
-96
-1% -$7.07K 0.29% 58
2024
Q3 		$610K Buy
7,949
+5
+0.1% +$369 0.31% 57
2024
Q2 		$551K Sell
7,944
-45
-0.6% -$3.16K 0.31% 54
2024
Q1 		$566K Sell
7,989
-309
-4% -$21.5K 0.32% 51
2023
Q4 		$575K Sell
8,298
-510
-6% -$33.8K 0.34% 50
2023
Q3 		$574K Sell
8,808
-167
-2% -$11.2K 0.38% 44
2023
Q2 		$606K Sell
8,975
-1,172
-12% -$80.8K 0.39% 46
2023
Q1 		$686K Sell
10,147
-574
-5% -$37.8K 0.43% 43
2022
Q4 		$682K Sell
10,721
-1,344
-11% -$82.1K 0.45% 40
2022
Q3 		$688K Sell
12,065
-525
-4% -$32.9K 0.49% 38
2022
Q2 		$797K Sell
12,590
-733
-6% -$49.3K 0.61% 33
2022
Q1 		$961K Sell
13,323
-21
-0.2% -$1.52K 0.67% 33
2021
Q4 		$1.02M Buy
13,344
+322
+2% +$24.5K 0.69% 33
2021
Q3 		$981K Sell
13,022
-24
-0.2% -$1.86K 0.86% 28
2021
Q2 		$986K Buy
+13,046
New +$983K 1.01% 26

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Blue Barn Wealth's EFAV Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2025, closing a stake of 6,081 shares — an estimated $516K sold.

Blue Barn Wealth first reported a position in EFAV in Q2 2021 and held it in 18 quarters. The position peaked at $1.02M in Q4 2021. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 6,081 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $516K.
  • Blue Barn Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.02M in Q4 2021.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.