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

Concurrent Investment 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	$2.26M	Buy	25,736 +23,035	+853%	+$2.09M	0.02%	682
2026 Q1	$247K	Sell	2,701 -16,811	-86%	-$1.52M	﹤0.01%	1615
2025 Q4	$1.68M	Buy	19,512 +7,829	+67%	+$669K	0.02%	634
2025 Q3	$991K	Sell	11,683 -6,518	-36%	-$550K	0.02%	659
2025 Q2	$1.53M	Buy	+18,201	New	+$1.49M	0.03%	498

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

Concurrent Investment Advisors's EFAV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 853% in Q2 2026, buying an estimated $2.09M and bringing the position to 25,736 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #682.

Concurrent Investment Advisors first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Concurrent Investment Advisors held 25,736 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.26M as of Q2 2026.
Concurrent Investment Advisors bought 23,035 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $2.09M.
iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #682 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.