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

Clearstead 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	$901K	Buy	10,274 +1,542	+18%	+$140K	0.01%	576
2026 Q1	$798K	Buy	8,732 +845	+11%	+$76.3K	0.01%	594
2025 Q4	$680K	Sell	7,887 -237	-3%	-$20.3K	0.01%	570
2025 Q3	$689K	Sell	8,124 -108	-1%	-$9.12K	0.01%	545
2025 Q2	$692K	Sell	8,232 -34	-0.4%	-$2.78K	0.01%	517
2025 Q1	$644K	Hold	8,266	–	–	0.01%	522
2024 Q4	$584K	Sell	8,266 -307	-4%	-$22.6K	0.01%	535
2024 Q3	$658K	Sell	8,573 -33,614	-80%	-$2.48M	0.01%	509
2024 Q2	$2.93M	Buy	+42,187	New	+$2.96M	0.05%	232
2021 Q2	–	Sell	-141	Closed	-$10K	–	1270
2021 Q1	$10K	Hold	141	–	–	﹤0.01%	778
2020 Q4	$10K	Sell	141 -310	-69%	-$21.8K	﹤0.01%	718
2020 Q3	$31K	Hold	451	–	–	﹤0.01%	531
2020 Q2	$30K	Hold	451	–	–	﹤0.01%	486
2020 Q1	$28K	Buy	+451	New	+$31.7K	﹤0.01%	468

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

Clearstead Advisors's EFAV Position: Q2 2026 in Review

Clearstead Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 18% in Q2 2026, buying an estimated $140K and bringing the position to 10,274 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #576.

Clearstead Advisors first reported a position in EFAV in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.93M in Q2 2024. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Clearstead Advisors held 10,274 shares of iShares MSCI EAFE Min Vol Factor ETF worth $901K as of Q2 2026.
Clearstead Advisors bought 1,542 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $140K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #576 holding.
Clearstead Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and has held it in 14 quarters since.
Clearstead Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.93M in Q2 2024.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.