Goldstein Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Goldstein 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	$393K	Hold	4,481	–	–	0.04%	161
2026 Q1	$409K	Sell	4,481 -53	-1%	-$4.79K	0.05%	119
2025 Q4	$391K	Sell	4,534 -23	-0.5%	-$1.97K	0.04%	116
2025 Q3	$387K	Sell	4,557 -39	-0.8%	-$3.29K	0.05%	116
2025 Q2	$386K	Sell	4,596 -655	-12%	-$53.6K	0.05%	109
2025 Q1	$409K	Buy	5,251 +173	+3%	+$12.9K	0.06%	107
2024 Q4	$359K	Buy	5,078 +111	+2%	+$8.17K	0.05%	116
2024 Q3	$381K	Buy	4,967 +543	+12%	+$40.1K	0.06%	104
2024 Q2	$307K	Sell	4,424 -475	-10%	-$33.3K	0.05%	114
2024 Q1	$347K	Sell	4,899 -310	-6%	-$21.6K	0.06%	102
2023 Q4	$361K	Sell	5,209 -548	-10%	-$36.3K	0.06%	128
2023 Q3	$375K	Buy	5,757 +111	+2%	+$7.46K	0.08%	91
2023 Q2	$381K	Sell	5,646 -215	-4%	-$14.8K	0.08%	90
2023 Q1	$397K	Sell	5,861 -367	-6%	-$24.2K	0.09%	88
2022 Q4	$396K	Buy	+6,228	New	+$380K	0.1%	85

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldstein Advisors's EFAV Position: Q2 2026 in Review

Goldstein Advisors held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 4,481 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #161.

Goldstein Advisors first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $409K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Goldstein Advisors held 4,481 shares of iShares MSCI EAFE Min Vol Factor ETF worth $393K as of Q2 2026.
Goldstein Advisors left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #161 holding.
Goldstein Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $409K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.