HFA
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Hershey Financial Advisers’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hershey Financial Advisers’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 		– Sell
-21,639
Closed -$1.87M – 85
2025
Q4 		$1.87M Buy
+21,639
New +$1.85M 1.58% 15

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

Hershey Financial Advisers's EFAV Position: Q1 2026 in Review

Hershey Financial Advisers sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 21,639 shares — an estimated $1.87M sold.

Hershey Financial Advisers first reported a position in EFAV in Q4 2025 and held it in 1 quarter. The position peaked at $1.87M in Q4 2025. 543 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Hershey Financial Advisers reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 21,639 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $1.87M.
  • Hershey Financial Advisers first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.87M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.