High Net Worth Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

High Net Worth Advisory Group’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	$307K	Hold	3,361	–	–	0.07%	190
2025 Q4	$290K	Hold	3,361	–	–	0.07%	191
2025 Q3	$285K	Hold	3,361	–	–	0.07%	192
2025 Q2	$283K	Hold	3,361	–	–	0.07%	183
2025 Q1	$262K	Sell	3,361 -322	-9%	-$24K	0.07%	184
2024 Q4	$260K	Hold	3,683	–	–	0.07%	184
2024 Q3	$282K	Hold	3,683	–	–	0.08%	178
2024 Q2	$255K	Sell	3,683 -678	-16%	-$47.6K	0.08%	182
2024 Q1	$309K	Hold	4,361	–	–	0.1%	162
2023 Q4	$302K	Sell	4,361 -235	-5%	-$15.6K	0.11%	140
2023 Q3	$300K	Hold	4,596	–	–	0.12%	139
2023 Q2	$310K	Sell	4,596 -75	-2%	-$5.17K	0.12%	139
2023 Q1	$316K	Hold	4,671	–	–	0.13%	140
2022 Q4	$297K	Sell	4,671 -4,665	-50%	-$285K	0.12%	144
2022 Q3	$532K	Sell	9,336 -325	-3%	-$20.4K	0.23%	96
2022 Q2	$612K	Sell	9,661 -1,827	-16%	-$123K	0.25%	93
2022 Q1	$829K	Buy	11,488 +182	+2%	+$13.2K	0.3%	75
2021 Q4	$868K	Buy	+11,306	New	+$862K	0.3%	69

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 $2.53B AUM 25.83% 1-Year Est. Return

High Net Worth Advisory Group's EFAV Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 3,361 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #190.

High Net Worth Advisory Group first reported a position in EFAV in Q4 2021 and has held it in 18 quarters since. The position peaked at $868K in Q4 2021. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

High Net Worth Advisory Group held 3,361 shares of iShares MSCI EAFE Min Vol Factor ETF worth $307K as of Q1 2026.
High Net Worth Advisory Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of High Net Worth Advisory Group's portfolio in Q1 2026, its #190 holding.
High Net Worth Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $868K in Q4 2021.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.