Focus Partners Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Focus Partners Wealth’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	$5.62M	Sell	64,025 -4,844	-7%	-$440K	0.01%	905
2026 Q1	$6.29M	Buy	68,869 +91	+0.1%	+$8.22K	0.01%	856
2025 Q4	$5.93M	Buy	68,778 +638	+0.9%	+$54.5K	0.01%	886
2025 Q3	$5.78M	Buy	68,140 +20,739	+44%	+$1.75M	0.01%	711
2025 Q2	$3.98M	Buy	47,401 +9,749	+26%	+$798K	0.01%	743
2025 Q1	$2.93M	Buy	37,652 +2,441	+7%	+$182K	0.01%	757
2024 Q4	$2.49M	Buy	35,211 +26,100	+286%	+$1.92M	0.01%	787
2024 Q3	$699K	Sell	9,111 -10,115	-53%	-$747K	﹤0.01%	1042
2024 Q2	$1.33M	Buy	19,226 +2,142	+13%	+$150K	﹤0.01%	734
2024 Q1	$1.21M	Buy	+17,084	New	+$1.19M	0.01%	573

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 Partners Wealth's EFAV Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 7% in Q2 2026, selling an estimated $440K and leaving 64,025 shares worth $5.62M. The position accounts for 0.01% of the portfolio, ranked #905.

Focus Partners Wealth first reported a position in EFAV in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.29M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Focus Partners Wealth held 64,025 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.62M as of Q2 2026.
Focus Partners Wealth sold 4,844 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $440K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #905 holding.
Focus Partners Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
Focus Partners Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.29M in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.