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EFAV icon

Harbour Investments’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Harbour Investments’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 		$684K Sell
7,804
-38
-0.5% -$3.45K 0.01% 973
2026
Q1 		$717K Buy
7,842
+5,832
+290% +$527K 0.01% 891
2025
Q4 		$173K Buy
2,010
+155
+8% +$13.2K ﹤0.01% 1352
2025
Q3 		$157K Buy
1,855
+63
+4% +$5.32K ﹤0.01% 1347
2025
Q2 		$151K Sell
1,792
-5
-0.3% -$409 ﹤0.01% 1312
2025
Q1 		$140K Sell
1,797
-82
-4% -$6.12K ﹤0.01% 1259
2024
Q4 		$133K Buy
1,879
+23
+1% +$1.69K ﹤0.01% 1226
2024
Q3 		$142K Buy
1,856
+112
+6% +$8.27K ﹤0.01% 1160
2024
Q2 		$121K Sell
1,744
-9
-0.5% -$632 ﹤0.01% 1152
2024
Q1 		$124K Sell
1,753
-41
-2% -$2.85K ﹤0.01% 1111
2023
Q4 		$124K Buy
1,794
+32
+2% +$2.12K 0.01% 1054
2023
Q3 		$115K Sell
1,762
-600
-25% -$40.3K 0.01% 996
2023
Q2 		$159K Sell
2,362
-3,051
-56% -$210K 0.01% 881
2023
Q1 		$366K Sell
5,413
-95
-2% -$6.25K 0.02% 564
2022
Q4 		$350K Sell
5,508
-940
-15% -$57.4K 0.02% 556
2022
Q3 		$408K Hold
6,448
– – 0.03% 467
2022
Q2 		$408K Buy
+6,448
New +$433K 0.03% 467
2021
Q4 		$593K Sell
7,724
-10,038
-57% -$765K 0.04% 396
2021
Q3 		$1.34M Sell
17,762
-1,305
-7% -$101K 0.04% 378
2021
Q2 		$1.44M Sell
19,067
-279
-1% -$21K 0.05% 368
2021
Q1 		$1.41M Buy
+19,346
New +$1.42M 0.05% 324

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

Harbour Investments's EFAV Position: Q2 2026 in Review

Harbour Investments reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.48% in Q2 2026, selling an estimated $3.45K and leaving 7,804 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #973.

Harbour Investments first reported a position in EFAV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q2 2021. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Harbour Investments held 7,804 shares of iShares MSCI EAFE Min Vol Factor ETF worth $684K as of Q2 2026.
  • Harbour Investments sold 38 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $3.45K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #973 holding.
  • Harbour Investments first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.44M in Q2 2021.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.