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Forum Private Client Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Forum Private Client Group’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 		$209K Sell
2,387
-234
-9% -$21.2K 0.06% 85
2026
Q1 		$240K Sell
2,621
-1,337
-34% -$121K 0.08% 74
2025
Q4 		$341K Sell
3,958
-887
-18% -$75.8K 0.12% 60
2025
Q3 		$411K Buy
4,845
+180
+4% +$15.2K 0.15% 53
2025
Q2 		$392K Sell
4,665
-483
-9% -$39.5K 0.15% 53
2025
Q1 		$401K Sell
5,148
-233
-4% -$17.4K 0.17% 52
2024
Q4 		$380K Sell
5,381
-964
-15% -$70.9K 0.17% 51
2024
Q3 		$487K Sell
6,345
-987
-13% -$72.9K 0.22% 42
2024
Q2 		$509K Sell
7,332
-1,697
-19% -$119K 0.24% 42
2024
Q1 		$640K Sell
9,029
-3,365
-27% -$234K 0.31% 40
2023
Q4 		$859K Buy
+12,394
New +$821K 0.45% 35
2023
Q3 		– Sell
-40,726
Closed -$2.75M – 21
2023
Q2 		$2.75M Sell
40,726
-9,059
-18% -$625K 1.57% 22
2023
Q1 		$3.37M Sell
49,785
-8,975
-15% -$591K 2.13% 16
2022
Q4 		$3.74M Sell
58,760
-13,168
-18% -$804K 2.58% 13
2022
Q3 		$4.1M Sell
71,928
-18,321
-20% -$1.15M 3.07% 11
2022
Q2 		$5.71M Sell
90,249
-10,471
-10% -$704K 4.16% 7
2022
Q1 		$7.27M Buy
+100,720
New +$7.31M 5.64% 5

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

Forum Private Client Group's EFAV Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.9% in Q2 2026, selling an estimated $21.2K and leaving 2,387 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #85.

Forum Private Client Group first reported a position in EFAV in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.27M in Q1 2022. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Forum Private Client Group held 2,387 shares of iShares MSCI EAFE Min Vol Factor ETF worth $209K as of Q2 2026.
  • Forum Private Client Group sold 234 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $21.2K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Forum Private Client Group's portfolio in Q2 2026, its #85 holding.
  • Forum Private Client Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.27M in Q1 2022.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.