Grey Fox Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Grey Fox Wealth 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	$409K	Buy	4,664 +81	+2%	+$7.35K	0.06%	115
2026 Q1	$419K	Hold	4,583	–	–	0.08%	100
2025 Q4	$395K	Buy	4,583 +57	+1%	+$4.87K	0.08%	97
2025 Q3	$384K	Hold	4,526	–	–	0.08%	99
2025 Q2	$380K	Buy	4,526 +79	+2%	+$6.47K	0.09%	93
2025 Q1	$347K	Sell	4,447 -38	-0.8%	-$2.84K	0.09%	95
2024 Q4	$317K	Buy	4,485 +51	+1%	+$3.75K	0.09%	105
2024 Q3	$340K	Sell	4,434 -1	-0%	-$74	0.09%	97
2024 Q2	$308K	Sell	4,435 -88	-2%	-$6.18K	0.11%	101
2024 Q1	$321K	Sell	4,523 -18	-0.4%	-$1.25K	0.12%	96
2023 Q4	$315K	Sell	4,541 -6,105	-57%	-$405K	0.14%	82
2023 Q3	$694K	Sell	10,646 -6,584	-38%	-$442K	0.35%	52
2023 Q2	$1.16M	Buy	17,230 +639	+4%	+$44.1K	0.6%	35
2023 Q1	$1.12M	Buy	16,591 +825	+5%	+$54.3K	0.66%	33
2022 Q4	$1M	Buy	+15,766	New	+$963K	0.66%	34

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

Grey Fox Wealth Advisors's EFAV Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.8% in Q2 2026, buying an estimated $7.35K and bringing the position to 4,664 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #115.

Grey Fox Wealth Advisors first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q2 2023. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Grey Fox Wealth Advisors held 4,664 shares of iShares MSCI EAFE Min Vol Factor ETF worth $409K as of Q2 2026.
Grey Fox Wealth Advisors bought 81 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $7.35K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Grey Fox Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Grey Fox Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.16M in Q2 2023.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.