HIA
EFAV icon

Harbor Investment Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Harbor Investment Advisory’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 		$88.1K Buy
1,004
+27
+3% +$2.45K 0.01% 593
2026
Q1 		$89.3K Hold
977
– – 0.01% 527
2025
Q4 		$84.3K Hold
977
– – 0.01% 550
2025
Q3 		$82.9K Hold
977
– – 0.01% 540
2025
Q2 		$82.1K Hold
977
– – 0.01% 536
2025
Q1 		$76.1K Hold
977
– – 0.01% 524
2024
Q4 		$69.1K Sell
977
-334
-25% -$24.6K 0.01% 530
2024
Q3 		$101K Sell
1,311
-106
-7% -$7.83K 0.01% 455
2024
Q2 		$98.3K Buy
1,417
+20
+1% +$1.4K 0.01% 446
2024
Q1 		$99K Sell
1,397
-177
-11% -$12.3K 0.01% 448
2023
Q4 		$109K Sell
1,574
-524
-25% -$34.7K 0.01% 408
2023
Q3 		$137K Sell
2,098
-322
-13% -$21.6K 0.02% 359
2023
Q2 		$163K Hold
2,420
– – 0.02% 383
2023
Q1 		$164K Buy
2,420
+385
+19% +$25.3K 0.02% 390
2022
Q4 		$129K Buy
2,035
+106
+5% +$6.48K 0.02% 434
2022
Q3 		$110K Sell
1,929
-174
-8% -$10.9K 0.02% 445
2022
Q2 		$133K Buy
2,103
+256
+14% +$17.2K 0.02% 426
2022
Q1 		$133K Buy
1,847
+202
+12% +$14.7K 0.02% 462
2021
Q4 		$126K Hold
1,645
– – 0.02% 475
2021
Q3 		$124K Hold
1,645
– – 0.02% 473
2021
Q2 		$124K Buy
1,645
+363
+28% +$27.4K 0.02% 470
2021
Q1 		$94K Buy
1,282
+78
+6% +$5.72K 0.01% 498
2020
Q4 		$88K Sell
1,204
-34
-3% -$2.4K 0.01% 485
2020
Q3 		$84K Buy
1,238
+38
+3% +$2.59K 0.02% 402
2020
Q2 		$79K Buy
1,200
+39
+3% +$2.53K 0.02% 382
2020
Q1 		$72K Sell
1,161
-794
-41% -$55.8K 0.02% 357
2019
Q4 		$146K Buy
+1,955
New +$146K 0.03% 292

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 22.9% 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

Harbor Investment Advisory's EFAV Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.8% in Q2 2026, buying an estimated $2.45K and bringing the position to 1,004 shares worth $88.1K. The position accounts for 0.01% of the portfolio, ranked #593.

Harbor Investment Advisory first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $164K in Q1 2023. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Harbor Investment Advisory held 1,004 shares of iShares MSCI EAFE Min Vol Factor ETF worth $88.1K as of Q2 2026.
  • Harbor Investment Advisory bought 27 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $2.45K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #593 holding.
  • Harbor Investment Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $164K in Q1 2023.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.