Hibernia Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Hibernia Wealth Partners’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	$387K	Sell	4,418 -4,366	-50%	-$396K	0.21%	51
2026 Q1	$803K	Buy	8,784 +346	+4%	+$31.3K	0.24%	40
2025 Q4	$728K	Buy	8,438 +4,411	+110%	+$377K	0.22%	39
2025 Q3	$342K	Sell	4,027 -4,026	-50%	-$340K	0.22%	38
2025 Q2	$677K	Buy	8,053 +4,051	+101%	+$332K	0.22%	37
2025 Q1	$312K	Sell	4,002 -70	-2%	-$5.23K	0.22%	35
2024 Q4	$288K	Sell	4,072 -4,040	-50%	-$297K	0.19%	45
2024 Q3	$622K	Sell	8,112 -222	-3%	-$16.4K	0.19%	54
2024 Q2	$578K	Buy	8,334 +4,194	+101%	+$294K	0.2%	40
2024 Q1	$293K	Sell	4,140 -300	-7%	-$20.9K	0.2%	60
2023 Q4	$308K	Sell	4,440 -1,561	-26%	-$103K	0.23%	47
2023 Q3	$391K	Buy	+6,001	New	+$403K	0.3%	39

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Hibernia Wealth Partners's EFAV Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 50% in Q2 2026, selling an estimated $396K and leaving 4,418 shares worth $387K. The position accounts for 0.21% of the portfolio, ranked #51.

Hibernia Wealth Partners first reported a position in EFAV in Q3 2023 and has held it in 12 quarters since. The position peaked at $803K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Hibernia Wealth Partners held 4,418 shares of iShares MSCI EAFE Min Vol Factor ETF worth $387K as of Q2 2026.
Hibernia Wealth Partners sold 4,366 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $396K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.21% of Hibernia Wealth Partners's portfolio in Q2 2026, its #51 holding.
Hibernia Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $803K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.