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

Financial Management Professionals’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	–	Sell	-1,163	Closed	-$106K	–	1069
2026 Q1	$106K	Buy	1,163 +248	+27%	+$22.4K	0.01%	192
2025 Q4	$78.9K	Buy	915 +629	+220%	+$53.8K	0.01%	218
2025 Q3	$24.3K	Sell	286 -13,886	-98%	-$1.17M	﹤0.01%	360
2025 Q2	$1.19M	Buy	+14,172	New	+$1.16M	0.13%	57
2021 Q3	–	Sell	-130	Closed	-$10K	–	960
2021 Q2	$10K	Buy	+130	New	+$9.79K	﹤0.01%	397
2020 Q1	–	Sell	-208	Closed	-$16K	–	316
2019 Q4	$16K	Sell	208 -65,764	-100%	-$4.9M	0.01%	153
2019 Q3	$4.83M	Buy	+65,972	New	+$4.78M	1.78%	11
2016 Q3	–	Sell	-61,103	Closed	-$4.06M	–	330
2016 Q2	$4.06M	Sell	61,103 -17,481	-22%	-$1.17M	2.13%	11
2016 Q1	$5.22M	Buy	+78,584	New	+$5M	2.7%	7

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Management Professionals's EFAV Position: Q2 2026 in Review

Financial Management Professionals sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 1,163 shares — an estimated $106K sold.

Financial Management Professionals first reported a position in EFAV in Q1 2016 and held it in 9 quarters. The position peaked at $5.22M in Q1 2016. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Financial Management Professionals reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Financial Management Professionals sold 1,163 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $106K.
Financial Management Professionals first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 9 quarters.
Financial Management Professionals's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.22M in Q1 2016.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.