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

Heirloom 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 		$462K Sell
5,264
-6,882
-57% -$625K 0.07% 47
2026
Q1 		$1.11M Buy
+12,146
New +$1.1M 0.2% 49

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

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

Heirloom Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 57% in Q2 2026, selling an estimated $625K and leaving 5,264 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #47.

Heirloom Wealth Management first reported a position in EFAV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.11M in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Heirloom Wealth Management held 5,264 shares of iShares MSCI EAFE Min Vol Factor ETF worth $462K as of Q2 2026.
  • Heirloom Wealth Management sold 6,882 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $625K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Heirloom Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Heirloom Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Heirloom Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.11M in Q1 2026.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.