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Fiduciary Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Fiduciary Financial Group’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 		$679K Hold
7,744
– – 0.08% 150
2026
Q1 		$708K Hold
7,744
– – 0.09% 134
2025
Q4 		$668K Hold
7,744
– – 0.09% 134
2025
Q3 		$657K Sell
7,744
-1
-0% -$84 0.1% 124
2025
Q2 		$653K Buy
7,745
+1
+0% +$82 0.12% 116
2025
Q1 		$590K Hold
7,744
– – 0.13% 109
2024
Q4 		$541K Hold
7,744
– – 0.12% 115
2024
Q3 		$585K Buy
7,744
+300
+4% +$22.2K 0.13% 96
2024
Q2 		$533K Buy
+7,444
New +$523K 0.13% 98

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

Fiduciary Financial Group's EFAV Position: Q2 2026 in Review

Fiduciary Financial Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 7,744 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #150.

Fiduciary Financial Group first reported a position in EFAV in Q2 2024 and has held it in 9 quarters since. The position peaked at $708K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Fiduciary Financial Group held 7,744 shares of iShares MSCI EAFE Min Vol Factor ETF worth $679K as of Q2 2026.
  • Fiduciary Financial Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q2 2026, its #150 holding.
  • Fiduciary Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $708K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.