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

Brown 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	$1.81M	Sell	20,645 -161	-0.8%	-$14.6K	0.4%	39
2026 Q1	$1.9M	Sell	20,806 -15	-0.1%	-$1.35K	0.49%	34
2025 Q4	$1.8M	Buy	20,821 +144	+0.7%	+$12.3K	0.47%	41
2025 Q3	$1.75M	Sell	20,677 -76	-0.4%	-$6.42K	0.49%	41
2025 Q2	$1.74M	Sell	20,753 -79	-0.4%	-$6.47K	0.54%	39
2025 Q1	$1.62M	Sell	20,832 -1,136	-5%	-$84.8K	0.56%	39
2024 Q4	$1.55M	Sell	21,968 -246	-1%	-$18.1K	0.55%	32
2024 Q3	$1.7M	Sell	22,214 -692	-3%	-$51.1K	0.61%	31
2024 Q2	$1.59M	Sell	22,906 -552	-2%	-$38.7K	0.64%	31
2024 Q1	$1.66M	Sell	23,458 -498	-2%	-$34.6K	0.69%	29
2023 Q4	$1.66M	Sell	23,956 -4,433	-16%	-$294K	0.74%	30
2023 Q3	$1.85M	Sell	28,389 -20,275	-42%	-$1.36M	0.88%	29
2023 Q2	$3.28M	Buy	+48,664	New	+$3.36M	1.7%	14

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

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

Brown Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.77% in Q2 2026, selling an estimated $14.6K and leaving 20,645 shares worth $1.81M. The position accounts for 0.4% of the portfolio, ranked #39.

Brown Wealth Management first reported a position in EFAV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.28M in Q2 2023. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Brown Wealth Management held 20,645 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.81M as of Q2 2026.
Brown Wealth Management sold 161 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $14.6K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.4% of Brown Wealth Management's portfolio in Q2 2026, its #39 holding.
Brown Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.28M in Q2 2023.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.