Empirical Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Empirical Asset 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 Q2	$814K	Buy	9,280 +13	+0.1%	+$1.18K	0.18%	140
2026 Q1	$847K	Hold	9,267	–	–	0.22%	122
2025 Q4	$799K	Buy	9,267 +9	+0.1%	+$769	0.23%	124
2025 Q3	$785K	Hold	9,258	–	–	0.22%	147
2025 Q2	$778K	Buy	9,258 +13	+0.1%	+$1.06K	0.24%	124
2025 Q1	$720K	Hold	9,245	–	–	0.25%	118
2024 Q4	$654K	Buy	9,245 +8	+0.1%	+$589	0.22%	131
2024 Q3	$708K	Hold	9,237	–	–	0.25%	119
2024 Q2	$641K	Buy	+9,237	New	+$648K	0.24%	116

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Empirical Asset Management's EFAV Position: Q2 2026 in Review

Empirical Asset Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.14% in Q2 2026, buying an estimated $1.18K and bringing the position to 9,280 shares worth $814K. The position accounts for 0.18% of the portfolio, ranked #140.

Empirical Asset Management first reported a position in EFAV in Q2 2024 and has held it in 9 quarters since. The position peaked at $847K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Empirical Asset Management held 9,280 shares of iShares MSCI EAFE Min Vol Factor ETF worth $814K as of Q2 2026.
Empirical Asset Management bought 13 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.18K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.18% of Empirical Asset Management's portfolio in Q2 2026, its #140 holding.
Empirical Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
Empirical Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $847K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.