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

Blue Zone 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 Q2	$260K	Buy	2,963 +76	+3%	+$6.9K	0.05%	110
2026 Q1	$264K	Buy	2,887 +20	+0.7%	+$1.81K	0.05%	113
2025 Q4	$247K	Sell	2,867 -35	-1%	-$2.99K	0.05%	124
2025 Q3	$246K	Buy	2,902 +20	+0.7%	+$1.69K	0.05%	117
2025 Q2	$242K	Buy	2,882 +157	+6%	+$12.8K	0.06%	97
2025 Q1	$212K	Buy	+2,725	New	+$203K	0.06%	98
2024 Q4	–	Sell	-2,618	Closed	-$201K	–	104
2024 Q3	$201K	Buy	+2,618	New	+$193K	0.06%	96
2022 Q1	–	Sell	-6,596	Closed	-$506K	–	101
2021 Q4	$506K	Sell	6,596 -31	-0.5%	-$2.36K	0.17%	72
2021 Q3	$499K	Buy	+6,627	New	+$515K	0.17%	76
2020 Q1	–	Sell	-69,763	Closed	-$5.2M	–	48
2019 Q4	$5.2M	Buy	+69,763	New	+$5.2M	3.35%	12

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

Blue Zone Wealth Advisors's EFAV Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.6% in Q2 2026, buying an estimated $6.9K and bringing the position to 2,963 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #110.

Blue Zone Wealth Advisors first reported a position in EFAV in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.2M in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Blue Zone Wealth Advisors held 2,963 shares of iShares MSCI EAFE Min Vol Factor ETF worth $260K as of Q2 2026.
Blue Zone Wealth Advisors bought 76 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.9K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.05% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Blue Zone Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 10 quarters since.
Blue Zone Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.2M in Q4 2019.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.