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Carr Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Carr Financial Group’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 		$1.33M Buy
15,142
+8
+0.1% +$726 0.31% 53
2026
Q1 		$1.38M Hold
15,134
– – 0.36% 51
2025
Q4 		$1.31M Buy
15,134
+5,006
+49% +$428K 0.35% 52
2025
Q3 		$859K Buy
10,128
+474
+5% +$40K 0.24% 72
2025
Q2 		$812K Buy
+9,654
New +$790K 0.24% 72

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

Carr Financial Group's EFAV Position: Q2 2026 in Review

Carr Financial Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.05% in Q2 2026, buying an estimated $726 and bringing the position to 15,142 shares worth $1.33M. The position accounts for 0.31% of the portfolio, ranked #53.

Carr Financial Group first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Carr Financial Group held 15,142 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.33M as of Q2 2026.
  • Carr Financial Group 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 0.31% of Carr Financial Group's portfolio in Q2 2026, its #53 holding.
  • Carr Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Carr Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.38M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.