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Greenwich Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Greenwich Wealth Management’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 		$504K Sell
5,741
-335
-6% -$30.4K 0.02% 205
2026
Q1 		$555K Buy
6,076
+326
+6% +$29.4K 0.02% 192
2025
Q4 		$496K Buy
5,750
+1,876
+48% +$160K 0.02% 195
2025
Q3 		$329K Buy
+3,874
New +$327K 0.02% 226

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

Greenwich Wealth Management's EFAV Position: Q2 2026 in Review

Greenwich Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5.5% in Q2 2026, selling an estimated $30.4K and leaving 5,741 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #205.

Greenwich Wealth Management first reported a position in EFAV in Q3 2025 and has held it in 4 quarters since. The position peaked at $555K in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Greenwich Wealth Management held 5,741 shares of iShares MSCI EAFE Min Vol Factor ETF worth $504K as of Q2 2026.
  • Greenwich Wealth Management sold 335 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $30.4K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Greenwich Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Greenwich Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $555K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.