DWM
EFAV icon

Darwin Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Darwin Wealth Management’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 		– Sell
-3
Closed -$258 – 630
2025
Q4 		$258 Buy
+3
New +$256 ﹤0.01% 611
2025
Q2 		– Sell
-49
Closed -$3.46K – 633
2025
Q1 		$3.46K Hold
49
– – ﹤0.01% 470
2024
Q4 		$3.46K Hold
49
– – ﹤0.01% 470
2024
Q3 		$3.76K Buy
+49
New +$3.62K ﹤0.01% 475
2020
Q2 		– Sell
-1,412
Closed -$87K – 312
2020
Q1 		$87K Buy
+1,412
New +$99.2K 0.03% 187

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

Darwin Wealth Management's EFAV Position: Q1 2026 in Review

Darwin Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 3 shares — an estimated $258 sold.

Darwin Wealth Management first reported a position in EFAV in Q1 2020 and held it in 5 quarters. The position peaked at $87K in Q1 2020. 544 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Darwin Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 3 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $258.
  • Darwin Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 5 quarters.
  • Darwin Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $87K in Q1 2020.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.