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Bond & Devick Financial Network’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bond & Devick Financial Network’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 		$207K Sell
2,359
-373
-14% -$33.8K 0.05% 200
2026
Q1 		$250K Hold
2,732
– – 0.07% 166
2025
Q4 		$236K Hold
2,732
– – 0.07% 166
2025
Q3 		$232K Sell
2,732
-646
-19% -$54.5K 0.07% 164
2025
Q2 		$284K Hold
3,378
– – 0.09% 135
2025
Q1 		$263K Sell
3,378
-844
-20% -$63K 0.1% 135
2024
Q4 		$324K Hold
4,222
– – 0.14% 120
2024
Q3 		$324K Hold
4,222
– – 0.14% 120
2024
Q2 		$293K Hold
4,222
– – 0.16% 111
2024
Q1 		$299K Hold
4,222
– – 0.16% 116
2023
Q4 		$293K Sell
4,222
-1,164
-22% -$77.1K 0.17% 105
2023
Q3 		$351K Sell
5,386
-3,131
-37% -$210K 0.23% 85
2023
Q2 		$575K Sell
8,517
-1,000
-11% -$69K 0.36% 55
2023
Q1 		$644K Sell
9,517
-1,116
-10% -$73.5K 0.41% 50
2022
Q4 		$676K Sell
10,633
-3,433
-24% -$210K 0.48% 46
2022
Q3 		$802K Sell
14,066
-345
-2% -$21.6K 0.66% 33
2022
Q2 		$912K Sell
14,411
-380
-3% -$25.5K 0.8% 31
2022
Q1 		$1.07M Buy
14,791
+1,363
+10% +$98.9K 0.85% 25
2021
Q4 		$1.03M Sell
13,428
-1,210
-8% -$92.2K 0.77% 31
2021
Q3 		$1.1M Sell
14,638
-2,302
-14% -$179K 0.92% 22
2021
Q2 		$1.28M Sell
16,940
-1,791
-10% -$135K 1.06% 18
2021
Q1 		$1.37M Sell
18,731
-97
-0.5% -$7.12K 1.26% 16
2020
Q4 		$1.38M Buy
+18,828
New +$1.33M 1.58% 13

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

Bond & Devick Financial Network's EFAV Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 14% in Q2 2026, selling an estimated $33.8K and leaving 2,359 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #200.

Bond & Devick Financial Network first reported a position in EFAV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.38M in Q4 2020. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Bond & Devick Financial Network held 2,359 shares of iShares MSCI EAFE Min Vol Factor ETF worth $207K as of Q2 2026.
  • Bond & Devick Financial Network sold 373 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $33.8K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.05% of Bond & Devick Financial Network's portfolio in Q2 2026, its #200 holding.
  • Bond & Devick Financial Network first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.38M in Q4 2020.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.