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

Financial Consulate’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 		$3.16K Hold
36
– – ﹤0.01% 938
2026
Q1 		$3.29K Hold
36
– – ﹤0.01% 875
2025
Q4 		$3.1K Sell
36
-26
-42% -$2.22K ﹤0.01% 823
2025
Q3 		$5.29K Buy
+62
New +$5.23K ﹤0.01% 646

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

Financial Consulate's EFAV Position: Q2 2026 in Review

Financial Consulate held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 36 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Financial Consulate first reported a position in EFAV in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.29K in Q3 2025. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Financial Consulate held 36 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.16K as of Q2 2026.
  • Financial Consulate left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #938 holding.
  • Financial Consulate first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.29K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.