EWA
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EverSource Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

EverSource Wealth Advisors’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 		$22.1K Sell
252
-127
-34% -$11.5K ﹤0.01% 2360
2026
Q1 		$34.7K Buy
379
+254
+203% +$22.9K ﹤0.01% 2159
2025
Q4 		$10.8K Sell
125
-2,930
-96% -$250K ﹤0.01% 2758
2025
Q3 		$259K Hold
3,055
– – 0.01% 784
2025
Q2 		$257K Buy
3,055
+2,895
+1,809% +$237K 0.01% 750
2025
Q1 		$12.5K Buy
160
+125
+357% +$9.33K ﹤0.01% 1981
2024
Q4 		$2.48K Hold
35
– – ﹤0.01% 2637
2024
Q3 		$2.69K Hold
35
– – ﹤0.01% 2440
2024
Q2 		$2.56K Hold
35
– – ﹤0.01% 2470
2024
Q1 		$2.44K Sell
35
-215
-86% -$15K ﹤0.01% 2319
2023
Q4 		$17.3K Sell
250
-50
-17% -$3.31K ﹤0.01% 1301
2023
Q3 		$19.6K Buy
300
+178
+146% +$12K ﹤0.01% 1135
2023
Q2 		$8.23K Buy
+122
New +$8.41K ﹤0.01% 1532
2022
Q4 		– Sell
-19
Closed -$1K – 2341
2022
Q3 		$1K Buy
+19
New +$1.19K ﹤0.01% 1808

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

EverSource Wealth Advisors's EFAV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 34% in Q2 2026, selling an estimated $11.5K and leaving 252 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

EverSource Wealth Advisors first reported a position in EFAV in Q3 2022 and has held it in 14 quarters since. The position peaked at $259K in Q3 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • EverSource Wealth Advisors held 252 shares of iShares MSCI EAFE Min Vol Factor ETF worth $22.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 127 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $11.5K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2360 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $259K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.