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Foster Victor Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Foster Victor Wealth Advisors’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 		$1.42M Sell
15,795
-274
-2% -$24.9K 0.07% 127
2026
Q1 		$1.5M Sell
16,069
-127
-0.8% -$11.5K 0.09% 118
2025
Q4 		$1.42M Sell
16,196
-754
-4% -$64.4K 0.08% 119
2025
Q3 		$1.45M Sell
16,950
-478
-3% -$40.4K 0.09% 114
2025
Q2 		$1.46M Sell
17,428
-868
-5% -$71K 0.1% 111
2025
Q1 		$1.42M Sell
18,296
-722
-4% -$53.9K 0.11% 103
2024
Q4 		$1.35M Sell
19,018
-1,255
-6% -$92.4K 0.1% 105
2024
Q3 		$1.53M Sell
20,273
-2,797
-12% -$207K 0.12% 103
2024
Q2 		$1.65M Sell
23,070
-1,098
-5% -$77.1K 0.14% 102
2024
Q1 		$1.68M Sell
24,168
-419
-2% -$29.1K 0.15% 88
2023
Q4 		$1.72M Sell
24,587
-2,081
-8% -$138K 0.18% 88
2023
Q3 		$1.73M Sell
26,668
-4,727
-15% -$318K 0.2% 82
2023
Q2 		$2.1M Sell
31,395
-2,334
-7% -$161K 0.23% 83
2023
Q1 		$2.31M Sell
33,729
-136,707
-80% -$9M 0.28% 82
2022
Q4 		$11.1M Buy
170,436
+513
+0.3% +$31.3K 1.41% 23
2022
Q3 		$9.82M Buy
169,923
+5,254
+3% +$329K 1.43% 26
2022
Q2 		$10.4M Buy
164,669
+1,278
+0.8% +$85.9K 1.55% 23
2022
Q1 		$11.8M Buy
163,391
+15,470
+10% +$1.12M 1.61% 19
2021
Q4 		$11.2M Buy
147,921
+4,324
+3% +$330K 1.53% 19
2021
Q3 		$10.8M Buy
143,597
+1,947
+1% +$151K 1.73% 17
2021
Q2 		$10.7M Buy
141,650
+333
+0.2% +$25.1K 1.79% 16
2021
Q1 		$10.5M Buy
141,317
+2,972
+2% +$218K 1.95% 15
2020
Q4 		$10.2M Buy
138,345
+1,714
+1% +$121K 2.31% 5
2020
Q3 		$9.31M Buy
136,631
+49,520
+57% +$3.37M 2.52% 5
2020
Q2 		$5.75M Buy
87,111
+31,457
+57% +$2.04M 1.91% 11
2020
Q1 		$3.5M Sell
55,654
-994
-2% -$69.8K 1.53% 25
2019
Q4 		$4.22M Sell
56,648
-299
-0.5% -$22.3K 1.83% 7
2019
Q3 		$4.16M Buy
56,947
+2,674
+5% +$194K 2.31% 6
2019
Q2 		$3.95M Sell
54,273
-3,366
-6% -$242K 2.9% 6
2019
Q1 		$4.15M Buy
57,639
+2,062
+4% +$144K 3.23% 5
2018
Q4 		$3.71M Buy
+55,577
New +$3.82M 3.49% 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

Foster Victor Wealth Advisors's EFAV Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.7% in Q2 2026, selling an estimated $24.9K and leaving 15,795 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #127.

Foster Victor Wealth Advisors first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.8M in Q1 2022. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Foster Victor Wealth Advisors held 15,795 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.42M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 274 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $24.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Foster Victor Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11.8M in Q1 2022.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.