EPW
EFAV icon

Evolve Private Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Evolve Private Wealth’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
-3,635
Closed -$332K – 1066
2026
Q1 		$332K Buy
3,635
+372
+11% +$33.6K 0.02% 737
2025
Q4 		$281K Buy
+3,263
New +$279K 0.02% 756

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

Evolve Private Wealth's EFAV Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 3,635 shares — an estimated $332K sold.

Evolve Private Wealth first reported a position in EFAV in Q4 2025 and held it in 2 quarters. The position peaked at $332K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,635 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $332K.
  • Evolve Private Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $332K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.