CFFP
EFAV icon

Center for Financial Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-103
Closed -$8.88K – 676
2025
Q4 		$8.88K Hold
103
– – ﹤0.01% 506
2025
Q3 		$8.74K Hold
103
– – ﹤0.01% 504
2025
Q2 		$8.66K Hold
103
– – ﹤0.01% 475
2025
Q1 		$8.03K Buy
+103
New +$7.69K ﹤0.01% 493
2024
Q2 		– Sell
-62
Closed -$4.39K – 596
2024
Q1 		$4.39K Buy
+62
New +$4.31K ﹤0.01% 481
2023
Q2 		– Sell
-56
Closed -$3.79K – 575
2023
Q1 		$3.79K Hold
56
– – ﹤0.01% 429
2022
Q4 		$3.56K Hold
56
– – ﹤0.01% 432
2022
Q3 		$3K Sell
56
-8,918
-99% -$559K ﹤0.01% 469
2022
Q2 		$568K Sell
8,974
-4,279
-32% -$288K 0.14% 69
2022
Q1 		$956K Buy
13,253
+449
+4% +$32.6K 0.2% 56
2021
Q4 		$983K Sell
12,804
-1,425
-10% -$109K 0.2% 56
2021
Q3 		$1.07M Buy
14,229
+378
+3% +$29.4K 0.26% 45
2021
Q2 		$1.05M Buy
13,851
+235
+2% +$17.7K 0.26% 47
2021
Q1 		$994K Buy
13,616
+724
+6% +$53.1K 0.26% 46
2020
Q4 		$946K Buy
12,892
+227
+2% +$16K 0.27% 42
2020
Q3 		$863K Buy
12,665
+12,440
+5,529% +$847K 0.28% 45
2020
Q2 		$15K Hold
225
– – 0.01% 279
2020
Q1 		$14K Sell
225
-4,484
-95% -$315K ﹤0.01% 288
2019
Q4 		$351K Buy
+4,709
New +$351K 0.09% 88

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Center for Financial Planning's EFAV Position: Q1 2026 in Review

Center for Financial Planning sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 103 shares — an estimated $8.88K sold.

Center for Financial Planning first reported a position in EFAV in Q4 2019 and held it in 19 quarters. The position peaked at $1.07M in Q3 2021. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Center for Financial Planning reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 103 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $8.88K.
  • Center for Financial Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 19 quarters.
  • Center for Financial Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.07M in Q3 2021.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.