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C.M. Bidwell & Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

C.M. Bidwell & Associates’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 		$15.5K Hold
177
– – 0.01% 274
2026
Q1 		$16.2K Hold
177
– – 0.01% 268
2025
Q4 		$15.3K Hold
177
– – 0.01% 267
2025
Q3 		$15K Hold
177
– – 0.01% 267
2025
Q2 		$14.9K Hold
177
– – 0.01% 261
2025
Q1 		$13.8K Hold
177
– – 0.01% 262
2024
Q4 		$12.5K Hold
177
– – 0.01% 273
2024
Q3 		$13.6K Hold
177
– – 0.01% 268
2024
Q2 		$12.3K Hold
177
– – 0.01% 275
2024
Q1 		$12.5K Hold
177
– – 0.01% 279
2023
Q4 		$12.3K Buy
177
+43
+32% +$2.85K 0.01% 290
2023
Q3 		$8.74K Hold
134
– – 0.01% 367
2023
Q2 		$9.04K Hold
134
– – 0.01% 374
2023
Q1 		$9.06K Hold
134
– – 0.01% 373
2022
Q4 		$8.52K Sell
134
-78
-37% -$4.76K 0.01% 360
2022
Q3 		$12K Sell
212
-1,740
-89% -$109K 0.01% 343
2022
Q2 		$124K Hold
1,952
– – 0.1% 190
2022
Q1 		$141K Sell
1,952
-16
-0.8% -$1.16K 0.09% 198
2021
Q4 		$151K Buy
1,968
+134
+7% +$10.2K 0.09% 199
2021
Q3 		$138K Sell
1,834
-9
-0.5% -$699 0.09% 209
2021
Q2 		$139K Sell
1,843
-322
-15% -$24.3K 0.09% 209
2021
Q1 		$158K Sell
2,165
-409
-16% -$30K 0.12% 170
2020
Q4 		$189K Sell
2,574
-9
-0.3% -$634 0.16% 116
2020
Q3 		$176K Sell
2,583
-3,025
-54% -$206K 0.16% 129
2020
Q2 		$370K Buy
5,608
+5,368
+2,237% +$348K 0.34% 56
2020
Q1 		$15K Buy
240
+60
+33% +$4.22K 0.02% 252
2019
Q4 		$13K Sell
180
-5
-3% -$373 0.01% 299
2019
Q3 		$14K Buy
185
+60
+48% +$4.34K 0.01% 306
2019
Q2 		$9K Hold
125
– – 0.01% 311
2019
Q1 		$9K Hold
125
– – 0.01% 311
2018
Q4 		$8K Hold
125
– – 0.01% 307
2018
Q3 		$9K Sell
125
-170
-58% -$12.3K 0.01% 298
2018
Q2 		$21K Sell
295
-3,775
-93% -$278K 0.02% 295
2018
Q1 		$300K Sell
4,070
-3,005
-42% -$222K 0.27% 99
2017
Q4 		$516K Buy
+7,075
New +$510K 0.45% 59

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

C.M. Bidwell & Associates's EFAV Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 177 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #274.

C.M. Bidwell & Associates first reported a position in EFAV in Q4 2017 and has held it in 35 quarters since. The position peaked at $516K in Q4 2017. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • C.M. Bidwell & Associates held 177 shares of iShares MSCI EAFE Min Vol Factor ETF worth $15.5K as of Q2 2026.
  • C.M. Bidwell & Associates left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #274 holding.
  • C.M. Bidwell & Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
  • C.M. Bidwell & Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $516K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.