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CVA Family Office’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

CVA Family Office’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 		$1.48M Sell
16,839
-3,167
-16% -$287K 0.13% 97
2026
Q1 		$1.83M Sell
20,006
-875
-4% -$79K 0.19% 73
2025
Q4 		$1.8M Buy
20,881
+26
+0.1% +$2.22K 0.21% 67
2025
Q3 		$1.77M Buy
20,855
+350
+2% +$29.5K 0.23% 68
2025
Q2 		$1.72M Sell
20,505
-501
-2% -$41K 0.24% 69
2025
Q1 		$1.64M Sell
21,006
-100
-0.5% -$7.47K 0.25% 69
2024
Q4 		$1.49M Sell
21,106
-374
-2% -$27.5K 0.24% 70
2024
Q3 		$1.65M Sell
21,480
-1,561
-7% -$115K 0.27% 65
2024
Q2 		$1.6M Sell
23,041
-1,627
-7% -$114K 0.29% 61
2024
Q1 		$1.75M Sell
24,668
-300
-1% -$20.9K 0.31% 56
2023
Q4 		$1.73M Sell
24,968
-1,181
-5% -$78.3K 0.34% 51
2023
Q3 		$1.71M Sell
26,149
-2,375
-8% -$160K 0.39% 51
2023
Q2 		$1.93M Sell
28,524
-67
-0.2% -$4.62K 0.4% 49
2023
Q1 		$1.93M Hold
28,591
– – 0.43% 46
2022
Q4 		$1.82M Sell
28,591
-12,118
-30% -$740K 0.44% 46
2022
Q3 		$2.32M Sell
40,709
-9,985
-20% -$626K 0.63% 42
2022
Q2 		$3.21M Sell
50,694
-7,367
-13% -$495K 0.87% 30
2022
Q1 		$4.19M Sell
58,061
-536
-0.9% -$38.9K 1% 25
2021
Q4 		$4.5M Sell
58,597
-2,425
-4% -$185K 1.12% 21
2021
Q3 		$4.16M Buy
61,022
+1,664
+3% +$129K 3% 9
2021
Q2 		$4.48M Buy
59,358
+22
+0% +$1.66K 1.28% 18
2021
Q1 		$4.33M Buy
59,336
+275
+0.5% +$20.2K 1.64% 14
2020
Q4 		$4.34M Sell
59,061
-1,961
-3% -$138K 2.66% 10
2020
Q3 		$4.16M Buy
61,022
+5,277
+9% +$359K 3% 9
2020
Q2 		$3.68M Buy
55,745
+11,325
+25% +$735K 3.03% 9
2020
Q1 		$2.76M Sell
44,420
-16,851
-28% -$1.18M 2.8% 7
2019
Q4 		$4.57M Buy
+61,271
New +$4.57M 4.21% 6

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

CVA Family Office's EFAV Position: Q2 2026 in Review

CVA Family Office reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 16% in Q2 2026, selling an estimated $287K and leaving 16,839 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #97.

CVA Family Office first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.57M in Q4 2019. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • CVA Family Office held 16,839 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.48M as of Q2 2026.
  • CVA Family Office sold 3,167 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $287K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.13% of CVA Family Office's portfolio in Q2 2026, its #97 holding.
  • CVA Family Office first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.57M in Q4 2019.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.