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

Fiduciary Trust’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 		$703K Sell
8,014
-384
-5% -$34.8K 0.01% 507
2026
Q1 		$767K Sell
8,398
-1,649
-16% -$149K 0.01% 469
2025
Q4 		$867K Sell
10,047
-172
-2% -$14.7K 0.01% 444
2025
Q3 		$867K Hold
10,219
– – 0.01% 441
2025
Q2 		$859K Hold
10,219
– – 0.01% 430
2025
Q1 		$796K Hold
10,219
– – 0.01% 435
2024
Q4 		$723K Sell
10,219
-750
-7% -$55.2K 0.01% 420
2024
Q3 		$841K Sell
10,969
-1,807
-14% -$133K 0.01% 391
2024
Q2 		$886K Hold
12,776
– – 0.01% 362
2024
Q1 		$906K Sell
12,776
-2,323
-15% -$162K 0.01% 362
2023
Q4 		$1.05M Buy
15,099
+338
+2% +$22.4K 0.02% 329
2023
Q3 		$963K Sell
14,761
-16
-0.1% -$1.07K 0.02% 326
2023
Q2 		$997K Sell
14,777
-17
-0.1% -$1.17K 0.02% 338
2023
Q1 		$1M Sell
14,794
-1,229
-8% -$80.9K 0.02% 329
2022
Q4 		$1.02M Sell
16,023
-164
-1% -$10K 0.02% 335
2022
Q3 		$923K Sell
16,187
-4,666
-22% -$293K 0.02% 336
2022
Q2 		$1.32M Sell
20,853
-18
-0.1% -$1.21K 0.03% 286
2022
Q1 		$1.51M Sell
20,871
-428
-2% -$31.1K 0.03% 290
2021
Q4 		$1.64M Sell
21,299
-3,232
-13% -$246K 0.03% 279
2021
Q3 		$1.85M Sell
24,531
-863
-3% -$67K 0.03% 251
2021
Q2 		$1.92M Sell
25,394
-7,154
-22% -$539K 0.04% 247
2021
Q1 		$2.38M Sell
32,548
-753
-2% -$55.3K 0.05% 220
2020
Q4 		$2.44M Sell
33,301
-1,178
-3% -$83K 0.05% 214
2020
Q3 		$2.35M Sell
34,479
-372
-1% -$25.3K 0.06% 200
2020
Q2 		$2.3M Buy
34,851
+10,839
+45% +$703K 0.06% 199
2020
Q1 		$1.49M Buy
+24,012
New +$1.69M 0.04% 222

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 Trust's EFAV Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.6% in Q2 2026, selling an estimated $34.8K and leaving 8,014 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #507.

Fiduciary Trust first reported a position in EFAV in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.44M in Q4 2020. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Fiduciary Trust held 8,014 shares of iShares MSCI EAFE Min Vol Factor ETF worth $703K as of Q2 2026.
  • Fiduciary Trust sold 384 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $34.8K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #507 holding.
  • Fiduciary Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Fiduciary Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.44M in Q4 2020.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.