FFA
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Founders Financial Alliance’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Founders Financial Alliance’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 		$27.3K Hold
311
– – ﹤0.01% 612
2026
Q1 		$28.4K Buy
+311
New +$28.1K 0.01% 554
2025
Q4 		– Sell
-303
Closed -$25.7K – 631
2025
Q3 		$25.7K Buy
+303
New +$25.6K ﹤0.01% 547
2025
Q2 		– Sell
-303
Closed -$23.6K – 557
2025
Q1 		$23.6K Hold
303
– – 0.01% 488
2024
Q4 		$21.4K Hold
303
– – 0.01% 437
2024
Q3 		$23.2K Hold
303
– – 0.01% 443
2024
Q2 		$21K Hold
303
– – 0.01% 436
2024
Q1 		$21.5K Hold
303
– – 0.01% 443
2023
Q4 		$21K Hold
303
– – 0.01% 398
2023
Q3 		$19.8K Hold
303
– – 0.01% 383
2023
Q2 		$20.5K Buy
303
+93
+44% +$6.41K 0.01% 411
2023
Q1 		$14.6K Sell
210
-585
-74% -$38.5K 0.01% 387
2022
Q4 		$50.5K Hold
795
– – 0.02% 323
2022
Q3 		$45K Buy
795
+210
+36% +$13.2K 0.02% 326
2022
Q2 		$37K Sell
585
-210
-26% -$14.1K 0.02% 361
2022
Q1 		$57K Hold
795
– – 0.03% 314
2021
Q4 		$61K Hold
795
– – 0.02% 345
2021
Q3 		$60K Hold
795
– – 0.03% 317
2021
Q2 		$60K Sell
795
-100
-11% -$7.53K 0.03% 331
2021
Q1 		$65K Hold
895
– – 0.03% 309
2020
Q4 		$65K Hold
895
– – 0.04% 274
2020
Q3 		$61K Buy
+895
New +$60.9K 0.04% 338

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

Founders Financial Alliance's EFAV Position: Q2 2026 in Review

Founders Financial Alliance held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 311 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Founders Financial Alliance first reported a position in EFAV in Q3 2020 and has held it in 22 quarters since. The position peaked at $65K in Q1 2021. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Founders Financial Alliance held 311 shares of iShares MSCI EAFE Min Vol Factor ETF worth $27.3K as of Q2 2026.
  • Founders Financial Alliance left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #612 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and has held it in 22 quarters since.
  • Founders Financial Alliance's iShares MSCI EAFE Min Vol Factor ETF position peaked at $65K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.