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 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 22.9% 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

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. 544 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.
544 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.