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

Evermay 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
-324
Closed -$29.6K – 658
2026
Q1 		$29.6K Buy
+324
New +$29.3K ﹤0.01% 356
2024
Q3 		– Sell
-45
Closed -$3.12K – 599
2024
Q2 		$3.12K Buy
+45
New +$3.16K ﹤0.01% 521
2022
Q2 		– Sell
-478
Closed -$34K – 528
2022
Q1 		$34K Buy
+478
New +$34.7K 0.01% 332

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

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

Evermay Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 324 shares — an estimated $29.6K sold.

Evermay Wealth Management first reported a position in EFAV in Q1 2022 and held it in 3 quarters. The position peaked at $34K in Q1 2022. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Evermay Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 324 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $29.6K.
  • Evermay Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 3 quarters.
  • Evermay Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $34K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.