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Estate Counselors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Estate Counselors’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 		$6.49M Buy
74,006
+5,425
+8% +$492K 0.56% 29
2026
Q1 		$6.27M Sell
68,581
-185
-0.3% -$16.7K 0.56% 20
2025
Q4 		$5.93M Buy
68,766
+1,705
+3% +$146K 0.5% 32
2025
Q3 		$5.69M Buy
67,061
+4,620
+7% +$390K 0.49% 32
2025
Q2 		$5.25M Sell
62,441
-345
-0.5% -$28.2K 0.52% 28
2025
Q1 		$4.89M Sell
62,786
-5,823
-8% -$435K 0.51% 25
2024
Q4 		$4.85M Buy
68,609
+675
+1% +$49.7K 0.52% 25
2024
Q3 		$5.21M Buy
67,934
+144
+0.2% +$10.6K 0.54% 25
2024
Q2 		$4.7M Buy
67,790
+360
+0.5% +$25.3K 0.51% 23
2024
Q1 		$4.78M Buy
67,430
+360
+0.5% +$25K 0.55% 17
2023
Q4 		$4.65M Buy
67,070
+1,590
+2% +$105K 0.57% 38
2023
Q3 		$4.27M Buy
65,480
+1,840
+3% +$124K 0.57% 36
2023
Q2 		$4.3M Sell
63,640
-1,200
-2% -$82.7K 0.54% 38
2023
Q1 		$4.39M Buy
+64,840
New +$4.27M 0.58% 35
2022
Q2 		– Sell
-2,450
Closed -$176K – 179
2022
Q1 		$176K Sell
2,450
-1,950
-44% -$142K 0.02% 120
2021
Q4 		$337K Sell
4,400
-26,455
-86% -$2.02M 0.04% 114
2021
Q3 		$2.32M Sell
30,855
-118,970
-79% -$9.24M 0.29% 50
2021
Q2 		$11.3M Sell
149,825
-90,315
-38% -$6.8M 1.48% 24
2021
Q1 		$17.5M Sell
240,140
-3,920
-2% -$288K 2.57% 8
2020
Q4 		$17.9M Sell
244,060
-91,865
-27% -$6.47M 2.7% 8
2020
Q3 		$22.9M Buy
335,925
+18,260
+6% +$1.24M 3.55% 6
2020
Q2 		$21M Sell
317,665
-13,865
-4% -$900K 3.35% 5
2020
Q1 		$20.6M Buy
331,530
+2,265
+0.7% +$159K 3.39% 4
2019
Q4 		$24.5M Buy
329,265
+11,100
+3% +$827K 3.61% 4
2019
Q3 		$23.3M Buy
318,165
+90,955
+40% +$6.58M 3.58% 7
2019
Q2 		$16.5M Buy
227,210
+24,970
+12% +$1.8M 2.58% 12
2019
Q1 		$14.6M Buy
202,240
+350
+0.2% +$24.5K 2.5% 13
2018
Q4 		$13.5M Sell
201,890
-10,300
-5% -$708K 2.72% 9
2018
Q3 		$15.4M Buy
212,190
+3,040
+1% +$219K 2.8% 10
2018
Q2 		$14.9M Sell
209,150
-102,800
-33% -$7.56M 2.82% 10
2018
Q1 		$23M Buy
311,950
+32,020
+11% +$2.36M 4.27% 4
2017
Q4 		$20.4M Sell
279,930
-14,150
-5% -$1.02M 4.09% 6
2017
Q3 		$20.9M Sell
294,080
-1,050
-0.4% -$73.9K 4.16% 5
2017
Q2 		$20.4M Sell
295,130
-10,400
-3% -$717K 4.63% 4
2017
Q1 		$20.2M Buy
305,530
+197,470
+183% +$12.6M 5.24% 3
2016
Q4 		$6.62M Sell
108,060
-81,610
-43% -$5.16M 1.83% 19
2016
Q3 		$12.8M Buy
189,670
+830
+0.4% +$55.8K 4.97% 4
2016
Q2 		$12.5M Sell
188,840
-39,710
-17% -$2.66M 4.99% 5
2016
Q1 		$15.2M Buy
228,550
+28,740
+14% +$1.83M 6.69% 1
2015
Q4 		$13M Sell
199,810
-32,300
-14% -$2.1M 5.29% 6
2015
Q3 		$14.5M Sell
232,110
-43,100
-16% -$2.81M 5.85% 2
2015
Q2 		$18M Sell
275,210
-740
-0.3% -$50.2K 6.24% 3
2015
Q1 		$18.2M Buy
275,950
+75,260
+38% +$4.87M 6.47% 2
2014
Q4 		$12.4M Buy
200,690
+60,690
+43% +$3.8M 4.38% 10
2014
Q3 		$8.77M Hold
140,000
– – 3.38% 13
2014
Q2 		$9.15M Hold
140,000
– – 3.5% 13
2014
Q1 		$8.79M Buy
+140,000
New +$8.58M 3.53% 13

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

Estate Counselors's EFAV Position: Q2 2026 in Review

Estate Counselors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 7.9% in Q2 2026, buying an estimated $492K and bringing the position to 74,006 shares worth $6.49M. The position accounts for 0.56% of the portfolio, ranked #29.

Estate Counselors first reported a position in EFAV in Q1 2014 and has held it in 47 quarters since. The position peaked at $24.5M in Q4 2019. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Estate Counselors held 74,006 shares of iShares MSCI EAFE Min Vol Factor ETF worth $6.49M as of Q2 2026.
  • Estate Counselors bought 5,425 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $492K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.56% of Estate Counselors's portfolio in Q2 2026, its #29 holding.
  • Estate Counselors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2014 and has held it in 47 quarters since.
  • Estate Counselors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $24.5M in Q4 2019.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.