Claro Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Claro Advisors’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	$260K	Buy	2,965 +21	+0.7%	+$1.91K	0.03%	445
2026 Q1	$269K	Hold	2,944	–	–	0.03%	404
2025 Q4	$254K	Hold	2,944	–	–	0.03%	368
2025 Q3	$250K	Buy	2,944 +180	+7%	+$15.2K	0.04%	346
2025 Q2	$232K	Sell	2,764 -25	-0.9%	-$2.05K	0.04%	339
2025 Q1	$217K	Buy	+2,789	New	+$208K	0.03%	463
2019 Q1	–	Sell	-1,896	Closed	-$138K	–	373
2018 Q4	$138K	Buy	+1,896	New	+$130K	0.11%	176

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Claro Advisors's EFAV Position: Q2 2026 in Review

Claro Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.71% in Q2 2026, buying an estimated $1.91K and bringing the position to 2,965 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #445.

Claro Advisors first reported a position in EFAV in Q4 2018 and has held it in 7 quarters since. The position peaked at $269K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Claro Advisors held 2,965 shares of iShares MSCI EAFE Min Vol Factor ETF worth $260K as of Q2 2026.
Claro Advisors bought 21 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.91K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #445 holding.
Claro Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 7 quarters since.
Claro Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $269K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.