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 Q1	$1.11M	Buy	+12,146	New	+$1.1M	0.2%	49

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026: 12,146 shares worth $1.11M. The stake represents 0.2% of the portfolio and ranks #49 among its holdings.

538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Heirloom Wealth Management held 12,146 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.11M as of Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.2% of Heirloom Wealth Management's portfolio in Q1 2026, its #49 holding.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.