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

EPG 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
Q2 		– Sell
-638
Closed -$58.3K – 324
2026
Q1 		$58.3K Buy
+638
New +$57.6K 0.02% 222
2025
Q4 		– Sell
-638
Closed -$54.1K – 325
2025
Q3 		$54.1K Buy
+638
New +$53.9K 0.01% 224
2025
Q2 		– Sell
-638
Closed -$49.7K – 340
2025
Q1 		$49.7K Hold
638
– – 0.01% 291
2024
Q4 		$45.1K Hold
638
– – 0.01% 303
2024
Q3 		$48.9K Buy
+638
New +$47.1K 0.01% 298
2024
Q2 		– Sell
-638
Closed -$44.8K – 327
2024
Q1 		$45.2K Sell
638
-30
-4% -$2.09K 0.01% 321
2023
Q4 		$45.1K Sell
668
-92
-12% -$6.1K 0.01% 311
2023
Q3 		$49.6K Buy
760
+616
+428% +$41.4K 0.02% 299
2023
Q2 		$9.72K Hold
144
– – ﹤0.01% 356
2023
Q1 		$9.74K Hold
144
– – ﹤0.01% 366
2022
Q4 		$9.16K Hold
144
– – ﹤0.01% 335
2022
Q3 		$8K Buy
+144
New +$9.03K ﹤0.01% 340
2022
Q2 		– Sell
-307
Closed -$22K – 249
2022
Q1 		$22K Hold
307
– – 0.01% 329
2021
Q4 		$24K Hold
307
– – 0.01% 333
2021
Q3 		$23K Buy
+307
New +$23.8K 0.01% 308
2020
Q2 		– Sell
-173
Closed -$11K – 310
2020
Q1 		$11K Buy
173
+10
+6% +$703 0.01% 467
2019
Q4 		$12K Buy
+163
New +$12.1K 0.01% 409

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

EPG Wealth Management's EFAV Position: Q2 2026 in Review

EPG Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 638 shares — an estimated $58.3K sold.

EPG Wealth Management first reported a position in EFAV in Q4 2019 and held it in 17 quarters. The position peaked at $58.3K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • EPG Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • EPG Wealth Management sold 638 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $58.3K.
  • EPG Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 17 quarters.
  • EPG Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $58.3K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.