Financial Engines Advisors
EFAV icon

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

Financial Engines 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
Q1 		$70.2M Sell
768,375
-28,827
-4% -$2.6M 0.14% 48
2025
Q4 		$68.8M Sell
797,202
-15,753
-2% -$1.35M 0.13% 48
2025
Q3 		$69M Sell
812,955
-24,462
-3% -$2.07M 0.13% 47
2025
Q2 		$70.4M Sell
837,417
-115,650
-12% -$9.47M 0.14% 45
2025
Q1 		$74.3M Sell
953,067
-12,318
-1% -$920K 0.16% 43
2024
Q4 		$68.3M Buy
965,385
+7,088
+0.7% +$522K 0.14% 45
2024
Q3 		$73.5M Sell
958,297
-14,918
-2% -$1.1M 0.15% 44
2024
Q2 		$67.5M Sell
973,215
-18,571
-2% -$1.3M 0.15% 44
2024
Q1 		$70.3M Sell
991,786
-30,828
-3% -$2.14M 0.16% 43
2023
Q4 		$70.9M Buy
1,022,614
+18,832
+2% +$1.25M 0.17% 43
2023
Q3 		$65.5M Sell
1,003,782
-28,303
-3% -$1.9M 0.17% 43
2023
Q2 		$69.7M Sell
1,032,085
-53,061
-5% -$3.66M 0.18% 43
2023
Q1 		$73.4M Buy
1,085,146
+41,292
+4% +$2.72M 0.19% 43
2022
Q4 		$66.4M Sell
1,043,854
-85,766
-8% -$5.24M 0.19% 47
2022
Q3 		$64.4M Sell
1,129,620
-1,319
-0.1% -$82.7K 0.21% 44
2022
Q2 		$71.6M Sell
1,130,939
-23,784
-2% -$1.6M 0.22% 42
2022
Q1 		$83.3M Buy
1,154,723
+11,390
+1% +$827K 0.22% 42
2021
Q4 		$87.8M Buy
1,143,333
+9,359
+0.8% +$713K 0.23% 42
2021
Q3 		$85.4M Sell
1,133,974
-35,600
-3% -$2.76M 0.25% 40
2021
Q2 		$88.3M Buy
1,169,574
+3,775
+0.3% +$284K 0.26% 42
2021
Q1 		$85.1M Sell
1,165,799
-20,471
-2% -$1.5M 0.27% 42
2020
Q4 		$87.1M Sell
1,186,270
-106,639
-8% -$7.51M 0.3% 41
2020
Q3 		$88.1M Sell
1,292,909
-70,130
-5% -$4.77M 0.35% 39
2020
Q2 		$90M Sell
1,363,039
-3,229
-0.2% -$210K 0.39% 38
2020
Q1 		$84.8M Buy
1,366,268
+592,310
+77% +$41.6M 0.46% 30
2019
Q4 		$57.7M Sell
773,958
-11,692
-1% -$871K 0.28% 31
2019
Q3 		$57.6M Buy
785,650
+15,486
+2% +$1.12M 0.31% 33
2019
Q2 		$55.9M Sell
770,164
-15,146
-2% -$1.09M 0.33% 29
2019
Q1 		$56.5M Buy
785,310
+32,054
+4% +$2.25M 0.31% 29
2018
Q4 		$50.2M Buy
+753,256
New +$51.8M 0.35% 32

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Engines Advisors's EFAV Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.6% in Q1 2026, selling an estimated $2.6M and leaving 768,375 shares worth $70.2M. The position accounts for 0.14% of the portfolio, ranked #48.

Financial Engines Advisors first reported a position in EFAV in Q4 2018 and has held it in 30 quarters since. The position peaked at $90M in Q2 2020. 541 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Financial Engines Advisors held 768,375 shares of iShares MSCI EAFE Min Vol Factor ETF worth $70.2M as of Q1 2026.
  • Financial Engines Advisors sold 28,827 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $2.6M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.14% of Financial Engines Advisors's portfolio in Q1 2026, its #48 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Engines Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $90M in Q2 2020.
  • 541 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.