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Buck Wealth Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Buck Wealth Strategies’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 		$526 Buy
+6
New +$544 ﹤0.01% 1002
2023
Q4 		– Sell
-39
Closed -$2.54K – 140
2023
Q3 		$2.54K Buy
+39
New +$2.62K ﹤0.01% 296

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 22.9% 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

Buck Wealth Strategies's EFAV Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 6 shares worth $526. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in EFAV as recently as Q3 2023.

Buck Wealth Strategies first reported a position in EFAV in Q3 2023 and has held it in 2 quarters since. The position peaked at $2.54K in Q3 2023. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Buck Wealth Strategies held 6 shares of iShares MSCI EAFE Min Vol Factor ETF worth $526 as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #1002 holding.
  • Buck Wealth Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 2 quarters since.
  • Buck Wealth Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.54K in Q3 2023.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.