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Brickley Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Brickley Wealth 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 		$2.36M Sell
26,950
-4,321
-14% -$392K 0.34% 22
2026
Q1 		$2.86M Buy
31,271
+269
+0.9% +$24.3K 0.49% 18
2025
Q4 		$2.67M Buy
31,002
+1,169
+4% +$99.9K 0.45% 18
2025
Q3 		$2.53M Sell
29,833
-1,236
-4% -$104K 0.44% 18
2025
Q2 		$2.61M Sell
31,069
-116
-0.4% -$9.49K 0.51% 18
2025
Q1 		$2.43M Buy
31,185
+37
+0.1% +$2.76K 0.5% 18
2024
Q4 		$2.2M Buy
31,148
+280
+0.9% +$20.6K 0.45% 18
2024
Q3 		$2.37M Buy
30,868
+58
+0.2% +$4.28K 0.48% 19
2024
Q2 		$2.14M Buy
30,810
+11
+0% +$772 0.47% 19
2024
Q1 		$2.18M Buy
30,799
+669
+2% +$46.5K 0.5% 19
2023
Q4 		$2.09M Buy
30,130
+3
+0% +$199 0.5% 19
2023
Q3 		$1.96M Sell
30,127
-1,328
-4% -$89.2K 0.52% 20
2023
Q2 		$2.12M Buy
31,455
+133
+0.4% +$9.17K 0.54% 20
2023
Q1 		$2.12M Buy
31,322
+2,873
+10% +$189K 0.58% 20
2022
Q4 		$1.81M Sell
28,449
-302
-1% -$18.4K 0.54% 20
2022
Q3 		$1.64M Sell
28,751
-926
-3% -$58.1K 0.54% 20
2022
Q2 		$1.88M Sell
29,677
-2,696
-8% -$181K 0.58% 20
2022
Q1 		$2.33M Sell
32,373
-1,614
-5% -$117K 0.62% 19
2021
Q4 		$2.61M Sell
33,987
-908
-3% -$69.2K 0.56% 21
2021
Q3 		$2.63M Sell
34,895
-1,870
-5% -$145K 0.66% 21
2021
Q2 		$2.78M Buy
36,765
+362
+1% +$27.3K 0.7% 22
2021
Q1 		$2.66M Buy
36,403
+43
+0.1% +$3.16K 0.71% 21
2020
Q4 		$2.67M Buy
36,360
+3,667
+11% +$258K 0.73% 21
2020
Q3 		$2.23M Buy
32,693
+3,266
+11% +$222K 0.62% 21
2020
Q2 		$1.94M Sell
29,427
-129,804
-82% -$8.42M 0.65% 21
2020
Q1 		$9.88M Buy
159,231
+11,787
+8% +$828K 4.1% 6
2019
Q4 		$11M Buy
147,444
+137,617
+1,400% +$10.3M 4% 7
2019
Q3 		$720K Buy
+9,827
New +$711K 0.3% 23

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

Brickley Wealth Management's EFAV Position: Q2 2026 in Review

Brickley Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 14% in Q2 2026, selling an estimated $392K and leaving 26,950 shares worth $2.36M. The position accounts for 0.34% of the portfolio, ranked #22.

Brickley Wealth Management first reported a position in EFAV in Q3 2019 and has held it in 28 quarters since. The position peaked at $11M in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Brickley Wealth Management held 26,950 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.36M as of Q2 2026.
  • Brickley Wealth Management sold 4,321 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $392K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.34% of Brickley Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Brickley Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and has held it in 28 quarters since.
  • Brickley Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11M in Q4 2019.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.