FP
EFAV icon

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

Financial Perspectives’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 		$592K Buy
6,746
+1
+0% +$91 0.14% 94
2026
Q1 		$616K Buy
6,745
+2,099
+45% +$190K 0.17% 78
2025
Q4 		$401K Sell
4,646
-8
-0.2% -$684 0.11% 111
2025
Q3 		$395K Sell
4,654
-216
-4% -$18.2K 0.11% 112
2025
Q2 		$409K Buy
4,870
+19
+0.4% +$1.55K 0.12% 101
2025
Q1 		$378K Hold
4,851
– – 0.13% 93
2024
Q4 		$343K Sell
4,851
-55
-1% -$4.05K 0.12% 101
2024
Q3 		$376K Sell
4,906
-279
-5% -$20.6K 0.13% 96
2024
Q2 		$360K Buy
5,185
+20
+0.4% +$1.4K 0.13% 93
2024
Q1 		$366K Hold
5,165
– – 0.14% 90
2023
Q4 		$358K Sell
5,165
-62
-1% -$4.11K 0.15% 87
2023
Q3 		$341K Hold
5,227
– – 0.16% 79
2023
Q2 		$353K Buy
5,227
+2
+0% +$138 0.16% 86
2023
Q1 		$353K Sell
5,225
-141
-3% -$9.28K 0.17% 83
2022
Q4 		$341K Sell
5,366
-80
-1% -$4.89K 0.17% 80
2022
Q3 		$310K Hold
5,446
– – 0.17% 82
2022
Q2 		$345K Buy
5,446
+3
+0.1% +$202 0.19% 72
2022
Q1 		$393K Hold
5,443
– – 0.18% 78
2021
Q4 		$418K Buy
5,443
+459
+9% +$35K 0.2% 67
2021
Q3 		$375K Hold
4,984
– – 0.19% 74
2021
Q2 		$376K Sell
4,984
-33
-0.7% -$2.49K 0.18% 84
2021
Q1 		$366K Hold
5,017
– – 0.2% 81
2020
Q4 		$368K Buy
5,017
+141
+3% +$9.93K 0.21% 74
2020
Q3 		$332K Hold
4,876
– – 0.22% 65
2020
Q2 		$322K Buy
4,876
+179
+4% +$11.6K 0.23% 64
2020
Q1 		$291K Hold
4,697
– – 0.24% 57
2019
Q4 		$350K Buy
+4,697
New +$350K 0.24% 53

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 Perspectives's EFAV Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.01% in Q2 2026, buying an estimated $91 and bringing the position to 6,746 shares worth $592K. The position accounts for 0.14% of the portfolio, ranked #94.

Financial Perspectives first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $616K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Financial Perspectives held 6,746 shares of iShares MSCI EAFE Min Vol Factor ETF worth $592K as of Q2 2026.
  • Financial Perspectives bought 1 iShares MSCI EAFE Min Vol Factor ETF share in Q2 2026, an estimated $91.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.14% of Financial Perspectives's portfolio in Q2 2026, its #94 holding.
  • Financial Perspectives first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's iShares MSCI EAFE Min Vol Factor ETF position peaked at $616K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.