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Bolthouse Investments’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bolthouse Investments’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
-3,220
Closed -$278K – 71
2025
Q4 		$278K Hold
3,220
– – 0.25% 59
2025
Q3 		$273K Hold
3,220
– – 0.25% 61
2025
Q2 		$271K Hold
3,220
– – 0.27% 63
2025
Q1 		$251K Hold
3,220
– – 0.26% 66
2024
Q4 		$228K Buy
+3,220
New +$237K 0.21% 74

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

Bolthouse Investments's EFAV Position: Q1 2026 in Review

Bolthouse Investments sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 3,220 shares — an estimated $278K sold.

Bolthouse Investments first reported a position in EFAV in Q4 2024 and held it in 5 quarters. The position peaked at $278K in Q4 2025. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Bolthouse Investments reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Bolthouse Investments sold 3,220 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $278K.
  • Bolthouse Investments first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and held it in 5 quarters.
  • Bolthouse Investments's iShares MSCI EAFE Min Vol Factor ETF position peaked at $278K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.