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

Founders Financial Securities’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 		$5.82M Sell
66,332
-100
-0.2% -$9.07K 0.3% 64
2026
Q1 		$6.21M Sell
66,432
-21,737
-25% -$1.96M 0.35% 60
2025
Q4 		$7.6M Buy
88,169
+2,540
+3% +$217K 0.45% 48
2025
Q3 		$7.26M Buy
85,629
+2,250
+3% +$190K 0.49% 42
2025
Q2 		$7.01M Buy
+83,379
New +$6.82M 0.53% 42
2023
Q4 		– Sell
-22,844
Closed -$1.49M – 374
2023
Q3 		$1.49M Buy
22,844
+2,001
+10% +$134K 0.19% 97
2023
Q2 		$1.41M Buy
20,843
+600
+3% +$41.4K 0.19% 104
2023
Q1 		$1.37M Buy
20,243
+8,091
+67% +$533K 0.2% 101
2022
Q4 		$773K Buy
12,152
+3,863
+47% +$236K 0.12% 157
2022
Q3 		$473K Sell
8,289
-1,482
-15% -$92.9K 0.08% 180
2022
Q2 		$619K Sell
9,771
-4,588
-32% -$308K 0.12% 145
2022
Q1 		$1.04M Buy
14,359
+875
+6% +$63.5K 0.18% 110
2021
Q4 		$1.03M Buy
13,484
+619
+5% +$47.2K 0.19% 105
2021
Q3 		$969K Sell
12,865
-9,068
-41% -$704K 0.2% 107
2021
Q2 		$1.66M Sell
21,933
-624
-3% -$47K 0.33% 66
2021
Q1 		$1.65M Sell
22,557
-12,824
-36% -$941K 0.38% 48
2020
Q4 		$2.6M Sell
35,381
-3,324
-9% -$234K 0.62% 35
2020
Q3 		$2.64M Buy
38,705
+14,534
+60% +$989K 0.84% 29
2020
Q2 		$1.6M Buy
24,171
+13,755
+132% +$893K 0.52% 46
2020
Q1 		$646K Sell
10,416
-21,754
-68% -$1.53M 0.24% 59
2019
Q4 		$2.4M Buy
32,170
+14,156
+79% +$1.05M 0.81% 31
2019
Q3 		$1.32M Buy
+18,014
New +$1.3M 0.42% 49

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 Securities's EFAV Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.15% in Q2 2026, selling an estimated $9.07K and leaving 66,332 shares worth $5.82M. The position accounts for 0.3% of the portfolio, ranked #64.

Founders Financial Securities first reported a position in EFAV in Q3 2019 and has held it in 22 quarters since. The position peaked at $7.6M in Q4 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Founders Financial Securities held 66,332 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.82M as of Q2 2026.
  • Founders Financial Securities sold 100 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $9.07K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.3% of Founders Financial Securities's portfolio in Q2 2026, its #64 holding.
  • Founders Financial Securities first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and has held it in 22 quarters since.
  • Founders Financial Securities's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.6M in Q4 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.