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Greykasell Wealth Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Greykasell Wealth Strategies’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 		$304K Hold
3,465
– – 0.11% 117
2026
Q1 		$317K Hold
3,465
– – 0.13% 116
2025
Q4 		$299K Hold
3,465
– – 0.12% 122
2025
Q3 		$294K Hold
3,465
– – 0.12% 117
2025
Q2 		$291K Buy
+3,465
New +$284K 0.14% 109

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

Greykasell Wealth Strategies's EFAV Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 3,465 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #117.

Greykasell Wealth Strategies first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $317K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Greykasell Wealth Strategies held 3,465 shares of iShares MSCI EAFE Min Vol Factor ETF worth $304K as of Q2 2026.
  • Greykasell Wealth Strategies left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.11% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #117 holding.
  • Greykasell Wealth Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $317K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.