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

Bullock 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 		$36.1K Buy
414
+8
+2% +$726 0.02% 310
2026
Q1 		$37.3K Hold
406
– – 0.02% 297
2025
Q4 		$35K Buy
406
+5
+1% +$427 0.02% 293
2025
Q3 		$34.1K Hold
401
– – 0.02% 294
2025
Q2 		$33.8K Buy
401
+8
+2% +$655 0.02% 273
2025
Q1 		$30.7K Hold
393
– – 0.02% 273
2024
Q4 		$27.8K Buy
393
+5
+1% +$368 0.02% 291
2024
Q3 		$29.7K Hold
388
– – 0.02% 277
2024
Q2 		$26.9K Buy
388
+8
+2% +$562 0.02% 280
2024
Q1 		$26.8K Buy
+380
New +$26.4K 0.02% 282

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

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

Bullock Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2% in Q2 2026, buying an estimated $726 and bringing the position to 414 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #310.

Bullock Wealth Management first reported a position in EFAV in Q1 2024 and has held it in 10 quarters since. The position peaked at $37.3K in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Bullock Wealth Management held 414 shares of iShares MSCI EAFE Min Vol Factor ETF worth $36.1K as of Q2 2026.
  • Bullock Wealth Management bought 8 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $726.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Bullock Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $37.3K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.