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

Gateway Wealth Partners’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 		$1.08M Sell
12,307
-10,837
-47% -$983K 0.06% 289
2026
Q1 		$2.11M Buy
23,144
+12,236
+112% +$1.11M 0.08% 240
2025
Q4 		$941K Sell
10,908
-2,342
-18% -$200K 0.1% 191
2025
Q3 		$1.12M Sell
13,250
-100
-0.7% -$8.44K 0.15% 146
2025
Q2 		$1.12M Sell
13,350
-126
-0.9% -$10.3K 0.21% 109
2025
Q1 		$1.05M Sell
13,476
-100
-0.7% -$7.47K 0.24% 107
2024
Q4 		$960K Buy
13,576
+53
+0.4% +$3.9K 0.25% 95
2024
Q3 		$1.04M Sell
13,523
-33,679
-71% -$2.49M 0.29% 86
2024
Q2 		$3.27M Sell
47,202
-1,062
-2% -$74.5K 0.99% 23
2024
Q1 		$3.42M Sell
48,264
-1,606
-3% -$112K 1.23% 20
2023
Q4 		$3.46M Sell
49,870
-2,441
-5% -$162K 1.39% 17
2023
Q3 		$3.41M Sell
52,311
-1,228
-2% -$82.5K 0.62% 35
2023
Q2 		$3.61M Sell
53,539
-2,868
-5% -$198K 0.65% 33
2023
Q1 		$3.82M Sell
56,407
-1,844
-3% -$121K 0.59% 31
2022
Q4 		$3.7M Buy
+58,251
New +$3.56M 0.64% 29

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

Gateway Wealth Partners's EFAV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 47% in Q2 2026, selling an estimated $983K and leaving 12,307 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #289.

Gateway Wealth Partners first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.82M in Q1 2023. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Gateway Wealth Partners held 12,307 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.08M as of Q2 2026.
  • Gateway Wealth Partners sold 10,837 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $983K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #289 holding.
  • Gateway Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.82M in Q1 2023.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.