Bristlecone Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bristlecone Advisors’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
2025 Q2	–	Sell	-3,215	Closed	-$251K	–	312
2025 Q1	$251K	Hold	3,215	–	–	0.02%	253
2024 Q4	$227K	Hold	3,215	–	–	0.02%	263
2024 Q3	$247K	Hold	3,215	–	–	0.02%	255
2024 Q2	$223K	Hold	3,215	–	–	0.02%	261
2024 Q1	$228K	Hold	3,215	–	–	0.02%	262
2023 Q4	$223K	Hold	3,215	–	–	0.02%	255
2023 Q3	$210K	Hold	3,215	–	–	0.02%	251
2023 Q2	$217K	Hold	3,215	–	–	0.02%	248
2023 Q1	$217K	Hold	3,215	–	–	0.02%	253
2022 Q4	$204K	Buy	+3,215	New	+$196K	0.03%	253
2022 Q3	–	Sell	-3,215	Closed	-$204K	–	242
2022 Q2	$204K	Hold	3,215	–	–	0.03%	237
2022 Q1	$232K	Hold	3,215	–	–	0.03%	215
2021 Q4	$247K	Sell	3,215 -1,290	-29%	-$98.3K	0.03%	203
2021 Q3	$339K	Hold	4,505	–	–	0.04%	176
2021 Q2	$340K	Hold	4,505	–	–	0.05%	172
2021 Q1	$329K	Hold	4,505	–	–	0.05%	172
2020 Q4	$331K	Buy	+4,505	New	+$317K	0.05%	166
2020 Q1	–	Sell	-5,245	Closed	-$391K	–	167
2019 Q4	$391K	Buy	+5,245	New	+$391K	0.08%	151
2019 Q3	–	Sell	-5,245	Closed	-$381K	–	150
2019 Q2	$381K	Buy	+5,245	New	+$377K	0.09%	137

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Bristlecone Advisors's EFAV Position: Q2 2025 in Review

Bristlecone Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025, closing a stake of 3,215 shares — an estimated $251K sold.

Bristlecone Advisors first reported a position in EFAV in Q2 2019 and held it in 19 quarters. The position peaked at $391K in Q4 2019. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

Bristlecone Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 3,215 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $251K.
Bristlecone Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 19 quarters.
Bristlecone Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $391K in Q4 2019.
515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.