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Creekside Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Creekside Partners’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
Q1 		$575K Hold
6,295
– – 0.24% 92
2025
Q4 		$543K Buy
6,295
+71
+1% +$6.07K 0.23% 90
2025
Q3 		$528K Hold
6,224
– – 0.23% 89
2025
Q2 		$523K Buy
6,224
+98
+2% +$8.02K 0.25% 88
2025
Q1 		$477K Hold
6,126
– – 0.25% 91
2024
Q4 		$433K Buy
6,126
+62
+1% +$4.56K 0.22% 101
2024
Q3 		$465K Hold
6,064
– – 0.24% 97
2024
Q2 		$421K Buy
+6,064
New +$426K 0.23% 98

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Creekside Partners's EFAV Position: Q1 2026 in Review

Creekside Partners held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 6,295 shares worth $575K. The position accounts for 0.24% of the portfolio, ranked #92.

Creekside Partners first reported a position in EFAV in Q2 2024 and has held it in 8 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Creekside Partners held 6,295 shares of iShares MSCI EAFE Min Vol Factor ETF worth $575K as of Q1 2026.
  • Creekside Partners left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.24% of Creekside Partners's portfolio in Q1 2026, its #92 holding.
  • Creekside Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.