Harbor Asset Planning
EFAV icon

Harbor Asset Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Harbor Asset Planning’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
Q3 		$44.1K Sell
484
-19
-4% -$1.76K 0.03% 233
2026
Q2 		$44.1K Buy
503
+9
+2% +$817 0.03% 229
2026
Q1 		$45.1K Hold
494
– – 0.04% 213
2025
Q4 		$42.6K Buy
494
+7
+1% +$598 0.04% 207
2025
Q3 		$41.3K Hold
487
– – 0.04% 203
2025
Q2 		$41K Buy
+487
New +$39.9K 0.04% 194

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbor Asset Planning's EFAV Position: Q3 2026 in Review

Harbor Asset Planning reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.8% in Q3 2026, selling an estimated $1.76K and leaving 484 shares worth $44.1K. The position accounts for 0.03% of the portfolio, ranked #233.

Harbor Asset Planning first reported a position in EFAV in Q2 2025 and has held it in 6 quarters since. The position peaked at $45.1K in Q1 2026. 491 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Harbor Asset Planning held 484 shares of iShares MSCI EAFE Min Vol Factor ETF worth $44.1K as of Q3 2026.
  • Harbor Asset Planning sold 19 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $1.76K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #233 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $45.1K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.