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Boreal Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Boreal Capital Management’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 		$14K Hold
160
– – 0.01% 286
2026
Q1 		$14.6K Hold
160
– – 0.01% 283
2025
Q4 		$13.8K Sell
160
-2,060
-93% -$176K 0.01% 307
2025
Q3 		$188K Hold
2,220
– – 0.15% 133
2025
Q2 		$187K Buy
+2,220
New +$182K 0.15% 137

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

Boreal Capital Management's EFAV Position: Q2 2026 in Review

Boreal Capital Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 160 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #286.

Boreal Capital Management first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $188K in Q3 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Boreal Capital Management held 160 shares of iShares MSCI EAFE Min Vol Factor ETF worth $14K as of Q2 2026.
  • Boreal Capital Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #286 holding.
  • Boreal Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $188K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.