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Bradley Foster & Sargent’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bradley Foster & Sargent’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
-3,669
Closed -$316K – 527
2025
Q4 		$316K Sell
3,669
-166
-4% -$14.2K ﹤0.01% 456
2025
Q3 		$325K Hold
3,835
– – ﹤0.01% 452
2025
Q2 		$322K Buy
+3,835
New +$314K 0.01% 454

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

Bradley Foster & Sargent's EFAV Position: Q1 2026 in Review

Bradley Foster & Sargent sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 3,669 shares — an estimated $316K sold.

Bradley Foster & Sargent first reported a position in EFAV in Q2 2025 and held it in 3 quarters. The position peaked at $325K in Q3 2025. 543 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Bradley Foster & Sargent reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Bradley Foster & Sargent sold 3,669 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $316K.
  • Bradley Foster & Sargent first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and held it in 3 quarters.
  • Bradley Foster & Sargent's iShares MSCI EAFE Min Vol Factor ETF position peaked at $325K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.