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Diversified Enterprises’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Diversified Enterprises’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 		$344K Buy
3,921
+14
+0.4% +$1.27K 0.02% 308
2026
Q1 		$357K Sell
3,907
-208
-5% -$18.8K 0.02% 289
2025
Q4 		$355K Buy
4,115
+416
+11% +$35.6K 0.02% 272
2025
Q3 		$314K Sell
3,699
-106
-3% -$8.95K 0.02% 231
2025
Q2 		$320K Buy
3,805
+334
+10% +$27.3K 0.02% 215
2025
Q1 		$270K Buy
+3,471
New +$259K 0.02% 248

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

Diversified Enterprises's EFAV Position: Q2 2026 in Review

Diversified Enterprises increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.36% in Q2 2026, buying an estimated $1.27K and bringing the position to 3,921 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #308.

Diversified Enterprises first reported a position in EFAV in Q1 2025 and has held it in 6 quarters since. The position peaked at $357K in Q1 2026. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Diversified Enterprises held 3,921 shares of iShares MSCI EAFE Min Vol Factor ETF worth $344K as of Q2 2026.
  • Diversified Enterprises bought 14 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.27K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #308 holding.
  • Diversified Enterprises first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Diversified Enterprises's iShares MSCI EAFE Min Vol Factor ETF position peaked at $357K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.