Corient Private Wealth
EFAV icon

Corient Private Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Corient Private Wealth’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 		$1.06M Buy
12,040
+4,124
+52% +$374K ﹤0.01% 1779
2026
Q1 		$636K Sell
7,916
-4,441
-36% -$401K ﹤0.01% 1903
2025
Q4 		$1.07M Buy
12,357
+1,848
+18% +$158K ﹤0.01% 1478
2025
Q3 		$891K Sell
10,509
-1,016
-9% -$85.8K ﹤0.01% 1481
2025
Q2 		$969K Buy
11,525
+1,321
+13% +$108K ﹤0.01% 1376
2025
Q1 		$795K Sell
10,204
-18
-0.2% -$1.34K ﹤0.01% 1378
2024
Q4 		$723K Sell
10,222
-1,483
-13% -$109K ﹤0.01% 1450
2024
Q3 		$898K Buy
11,705
+1,229
+12% +$90.8K ﹤0.01% 1448
2024
Q2 		$727K Sell
10,476
-2,085
-17% -$146K ﹤0.01% 1461
2024
Q1 		$890K Buy
12,561
+1,936
+18% +$135K ﹤0.01% 1350
2023
Q4 		$737K Buy
10,625
+1,619
+18% +$107K ﹤0.01% 1414
2023
Q3 		$587K Buy
9,006
+342
+4% +$23K ﹤0.01% 1407
2023
Q2 		$585K Sell
8,664
-1,205
-12% -$83.1K ﹤0.01% 1384
2023
Q1 		$668K Buy
9,869
+4,820
+95% +$317K ﹤0.01% 1253
2022
Q4 		$321K Buy
+5,049
New +$308K ﹤0.01% 1311

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

Corient Private Wealth's EFAV Position: Q2 2026 in Review

Corient Private Wealth increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 52% in Q2 2026, buying an estimated $374K and bringing the position to 12,040 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Corient Private Wealth first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2025. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Corient Private Wealth held 12,040 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.06M as of Q2 2026.
  • Corient Private Wealth bought 4,124 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $374K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1779 holding.
  • Corient Private Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.07M in Q4 2025.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.