Brandywine Oak Private Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Brandywine Oak Private Wealth’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	$274K	Hold	3,120	–	–	0.02%	207
2026 Q1	$285K	Hold	3,120	–	–	0.02%	197
2025 Q4	$269K	Hold	3,120	–	–	0.02%	205
2025 Q3	$265K	Hold	3,120	–	–	0.02%	209
2025 Q2	$262K	Hold	3,120	–	–	0.02%	201
2025 Q1	$243K	Hold	3,120	–	–	0.02%	200
2024 Q4	$221K	Hold	3,120	–	–	0.02%	215
2024 Q3	$239K	Hold	3,120	–	–	0.02%	216
2024 Q2	$216K	Hold	3,120	–	–	0.02%	219
2024 Q1	$221K	Hold	3,120	–	–	0.02%	223
2023 Q4	$216K	Hold	3,120	–	–	0.02%	217
2023 Q3	$203K	Hold	3,120	–	–	0.02%	227
2023 Q2	$211K	Hold	3,120	–	–	0.02%	234
2023 Q1	$211K	Buy	+3,120	New	+$205K	0.02%	242
2022 Q4	–	Sell	-9,031	Closed	-$514K	–	259
2022 Q3	$514K	Sell	9,031 -242	-3%	-$15.2K	0.07%	151
2022 Q2	$587K	Hold	9,273	–	–	0.08%	152
2022 Q1	$668K	Hold	9,273	–	–	0.08%	163
2021 Q4	$711K	Hold	9,273	–	–	0.08%	167
2021 Q3	$698K	Hold	9,273	–	–	0.08%	163
2021 Q2	$700K	Hold	9,273	–	–	0.08%	161
2021 Q1	$676K	Buy	9,273 +242	+3%	+$17.8K	0.1%	125
2020 Q4	$662K	Hold	9,031	–	–	0.1%	119
2020 Q3	$615K	Hold	9,031	–	–	0.1%	118
2020 Q2	$596K	Hold	9,031	–	–	0.11%	116
2020 Q1	$560K	Buy	9,031 +5,446	+152%	+$383K	0.12%	100
2019 Q4	$267K	Hold	3,585	–	–	0.05%	195
2019 Q3	$262K	Hold	3,585	–	–	0.05%	191
2019 Q2	$260K	Hold	3,585	–	–	0.05%	187
2019 Q1	$258K	Buy	3,585 +465	+15%	+$32.6K	0.05%	183
2018 Q4	$207K	Buy	+3,120	New	+$214K	0.05%	194

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 22.96% 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

Brandywine Oak Private Wealth's EFAV Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 3,120 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #207.

Brandywine Oak Private Wealth first reported a position in EFAV in Q4 2018 and has held it in 30 quarters since. The position peaked at $711K in Q4 2021. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Brandywine Oak Private Wealth held 3,120 shares of iShares MSCI EAFE Min Vol Factor ETF worth $274K as of Q2 2026.
Brandywine Oak Private Wealth left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #207 holding.
Brandywine Oak Private Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
Brandywine Oak Private Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $711K in Q4 2021.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.