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HB Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

HB Wealth Management’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 		$1.62M Buy
18,458
+781
+4% +$70.9K 0.01% 540
2026
Q1 		$1.62M Sell
17,677
-7
-0% -$632 0.01% 494
2025
Q4 		$1.53M Buy
17,684
+326
+2% +$27.9K 0.01% 488
2025
Q3 		$1.47M Buy
17,358
+2,850
+20% +$241K 0.01% 501
2025
Q2 		$1.22M Sell
14,508
-3,063
-17% -$251K 0.01% 483
2025
Q1 		$1.37M Sell
17,571
-100
-0.6% -$7.47K 0.01% 468
2024
Q4 		$1.25M Sell
17,671
-2,218
-11% -$163K 0.01% 369
2024
Q3 		$1.53M Sell
19,889
-883
-4% -$65.2K 0.02% 311
2024
Q2 		$1.44M Sell
20,772
-3,921
-16% -$275K 0.02% 304
2024
Q1 		$1.75M Sell
24,693
-2,804
-10% -$195K 0.02% 271
2023
Q4 		$1.91M Sell
27,497
-946
-3% -$62.7K 0.03% 235
2023
Q3 		$1.86M Sell
28,443
-96
-0.3% -$6.45K 0.03% 219
2023
Q2 		$1.93M Buy
28,539
+5,047
+21% +$348K 0.03% 205
2023
Q1 		$1.59M Buy
23,492
+153
+0.7% +$10.1K 0.03% 224
2022
Q4 		$1.48M Sell
23,339
-10,840
-32% -$662K 0.03% 235
2022
Q3 		$1.95M Sell
34,179
-5,054
-13% -$317K 0.04% 179
2022
Q2 		$2.48M Sell
39,233
-8,684
-18% -$584K 0.05% 154
2022
Q1 		$3.46M Buy
47,917
+38,857
+429% +$2.82M 0.06% 133
2021
Q4 		$696K Buy
+9,060
New +$691K 0.01% 272

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

HB Wealth Management's EFAV Position: Q2 2026 in Review

HB Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.4% in Q2 2026, buying an estimated $70.9K and bringing the position to 18,458 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #540.

HB Wealth Management first reported a position in EFAV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.46M in Q1 2022. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • HB Wealth Management held 18,458 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.62M as of Q2 2026.
  • HB Wealth Management bought 781 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $70.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #540 holding.
  • HB Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.46M in Q1 2022.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.