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

Focus Financial Network’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	$1.53M	Buy	17,401 +4,876	+39%	+$442K	0.05%	275
2026 Q1	$1.14M	Buy	12,525 +2,104	+20%	+$190K	0.04%	295
2025 Q4	$899K	Sell	10,421 -66	-0.6%	-$5.64K	0.03%	321
2025 Q3	$890K	Buy	10,487 +2,637	+34%	+$223K	0.03%	319
2025 Q2	$660K	Buy	7,850 +3,271	+71%	+$268K	0.03%	373
2025 Q1	$357K	Sell	4,579 -39	-0.8%	-$2.91K	0.01%	500
2024 Q4	$327K	Sell	4,618 -113	-2%	-$8.32K	0.01%	527
2024 Q3	$363K	Hold	4,731	–	–	0.01%	491
2024 Q2	$340K	Sell	4,731 -299	-6%	-$21K	0.01%	494
2024 Q1	$341K	Sell	5,030 -433	-8%	-$30.1K	0.02%	466
2023 Q4	$379K	Buy	5,463 +24	+0.4%	+$1.59K	0.01%	519
2023 Q3	$355K	Buy	5,439 +21	+0.4%	+$1.41K	0.02%	420
2023 Q2	$366K	Buy	5,418 +108	+2%	+$7.45K	0.02%	423
2023 Q1	$359K	Sell	5,310 -1,408	-21%	-$92.7K	0.02%	411
2022 Q4	$427K	Sell	6,718 -1,260	-16%	-$77K	0.03%	314
2022 Q3	$455K	Sell	7,978 -4,523	-36%	-$284K	0.04%	295
2022 Q2	$791K	Sell	12,501 -4,617	-27%	-$310K	0.07%	232
2022 Q1	$1.23M	Buy	+17,118	New	+$1.24M	0.09%	174
2021 Q4	–	Sell	-20,902	Closed	-$1.57M	–	376
2021 Q3	$1.57M	Sell	20,902 -15,852	-43%	-$1.23M	0.21%	113
2021 Q2	$2.78M	Sell	36,754 -13,156	-26%	-$991K	0.37%	73
2021 Q1	$3.64M	Sell	49,910 -1,839	-4%	-$135K	0.43%	48
2020 Q4	$3.8M	Buy	51,749 +1,351	+3%	+$95.2K	0.34%	59
2020 Q3	$3.43M	Sell	50,398 -686	-1%	-$46.7K	0.32%	64
2020 Q2	$3.37M	Buy	51,084 +33,802	+196%	+$2.19M	0.38%	57
2020 Q1	$1.07M	Buy	17,282 +784	+5%	+$55.1K	0.14%	137
2019 Q4	$1.23M	Buy	16,498 +434	+3%	+$32.3K	0.15%	134
2019 Q3	$1.18M	Buy	16,064 +227	+1%	+$16.4K	0.16%	121
2019 Q2	$1.15M	Buy	15,837 +772	+5%	+$55.5K	0.17%	114
2019 Q1	$1.08M	Buy	+15,065	New	+$1.06M	0.17%	109

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

Focus Financial Network's EFAV Position: Q2 2026 in Review

Focus Financial Network increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 39% in Q2 2026, buying an estimated $442K and bringing the position to 17,401 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #275.

Focus Financial Network first reported a position in EFAV in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.8M in Q4 2020. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Focus Financial Network held 17,401 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.53M as of Q2 2026.
Focus Financial Network bought 4,876 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $442K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #275 holding.
Focus Financial Network first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 29 quarters since.
Focus Financial Network's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.8M in Q4 2020.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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