Financial Engines Advisors
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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
Q2 		$68.4M Buy
779,547
+11,172
+1% +$1.01M 0.12% 47
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 $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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors's EFAV Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.5% in Q2 2026, buying an estimated $1.01M and bringing the position to 779,547 shares worth $68.4M. The position accounts for 0.12% of the portfolio, ranked #47.

Financial Engines Advisors first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. The position peaked at $90M in Q2 2020. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Financial Engines Advisors held 779,547 shares of iShares MSCI EAFE Min Vol Factor ETF worth $68.4M as of Q2 2026.
  • Financial Engines Advisors bought 11,172 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.01M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.12% of Financial Engines Advisors's portfolio in Q2 2026, its #47 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Financial Engines Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $90M in Q2 2020.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.