Envestnet Portfolio Solutions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Envestnet Portfolio Solutions’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	$877K	Sell	10,003 -745	-7%	-$67.6K	﹤0.01%	764
2026 Q1	$982K	Sell	10,748 -9,959	-48%	-$900K	0.01%	639
2025 Q4	$1.79M	Buy	20,707 +998	+5%	+$85.3K	0.01%	572
2025 Q3	$1.67M	Sell	19,709 -1,531	-7%	-$129K	0.01%	576
2025 Q2	$1.79M	Sell	21,240 -4,618	-18%	-$378K	0.01%	598
2025 Q1	$2.01M	Sell	25,858 -2,982	-10%	-$223K	0.01%	582
2024 Q4	$2.04M	Sell	28,840 -4,153	-13%	-$306K	0.01%	656
2024 Q3	$2.53M	Sell	32,993 -33,169	-50%	-$2.45M	0.01%	587
2024 Q2	$4.59M	Sell	66,162 -2,337	-3%	-$164K	0.02%	390
2024 Q1	$4.86M	Sell	68,499 -16,837	-20%	-$1.17M	0.02%	385
2023 Q4	$5.92M	Sell	85,336 -46,503	-35%	-$3.08M	0.02%	290
2023 Q3	$8.6M	Buy	+131,839	New	+$8.86M	0.04%	207

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 22.9% 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

Envestnet Portfolio Solutions's EFAV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 6.9% in Q2 2026, selling an estimated $67.6K and leaving 10,003 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Envestnet Portfolio Solutions first reported a position in EFAV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.6M in Q3 2023. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Envestnet Portfolio Solutions held 10,003 shares of iShares MSCI EAFE Min Vol Factor ETF worth $877K as of Q2 2026.
Envestnet Portfolio Solutions sold 745 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $67.6K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #764 holding.
Envestnet Portfolio Solutions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.6M in Q3 2023.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.