Clear Investment Research’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Clear Investment Research’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
2025 Q4	–	Sell	-217	Closed	-$18.4K	–	101
2025 Q3	$18.4K	Hold	217	–	–	0.02%	161
2025 Q2	$18.2K	Hold	217	–	–	0.02%	148
2025 Q1	$16.9K	Hold	217	–	–	0.02%	147
2024 Q4	$15.3K	Hold	217	–	–	0.02%	148
2024 Q3	$16.6K	Hold	217	–	–	0.02%	148
2024 Q2	$15.1K	Hold	217	–	–	0.02%	142
2024 Q1	$15.4K	Hold	217	–	–	0.02%	147
2023 Q4	$15K	Hold	217	–	–	0.02%	162
2023 Q3	$14.2K	Hold	217	–	–	0.02%	121
2023 Q2	$14.6K	Hold	217	–	–	0.02%	122
2023 Q1	$14.7K	Hold	217	–	–	0.03%	122
2022 Q4	$14K	Hold	217	–	–	0.03%	111
2022 Q3	$12K	Hold	217	–	–	0.03%	113
2022 Q2	$14K	Hold	217	–	–	0.03%	97
2022 Q1	$16K	Hold	217	–	–	0.03%	103
2021 Q4	$17K	Hold	217	–	–	0.03%	107
2021 Q3	$16K	Hold	217	–	–	0.03%	107
2021 Q2	$16K	Hold	217	–	–	0.03%	108
2021 Q1	$16K	Hold	217	–	–	0.03%	97
2020 Q4	$16K	Sell	217 -42	-16%	-$2.96K	0.03%	90
2020 Q3	$18K	Hold	259	–	–	0.04%	84
2020 Q2	$17K	Sell	259 -109	-30%	-$7.07K	0.04%	85
2020 Q1	$23K	Buy	368 +7	+2%	+$492	0.06%	72
2019 Q4	$27K	Buy	361 +11	+3%	+$820	0.06%	74
2019 Q3	$26K	Hold	350	–	–	0.06%	70
2019 Q2	$25K	Buy	350 +51	+17%	+$3.67K	0.04%	72
2019 Q1	$22K	Hold	299	–	–	0.03%	72
2018 Q4	$20K	Buy	299 +22	+8%	+$1.51K	0.03%	68
2018 Q3	$20K	Buy	+277	New	+$20K	0.03%	69

Other funds holding EFAV

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Clear Investment Research's EFAV Position: Q4 2025 in Review

Clear Investment Research sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2025, closing a stake of 217 shares — an estimated $18.4K sold.

Clear Investment Research first reported a position in EFAV in Q3 2018 and held it in 29 quarters. The position peaked at $27K in Q4 2019. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

Clear Investment Research reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Clear Investment Research sold 217 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $18.4K.
Clear Investment Research first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2018 and held it in 29 quarters.
Clear Investment Research's iShares MSCI EAFE Min Vol Factor ETF position peaked at $27K in Q4 2019.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.