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

Highline 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	$12.3K	Buy	140 +3	+2%	+$272	﹤0.01%	514
2026 Q1	$12.5K	Hold	137	–	–	﹤0.01%	402
2025 Q4	$11.8K	Buy	137 +2	+1%	+$171	﹤0.01%	361
2025 Q3	$11.5K	Hold	135	–	–	﹤0.01%	389
2025 Q2	$11.4K	Buy	135 +2	+2%	+$164	﹤0.01%	312
2025 Q1	$10.3K	Hold	133	–	–	﹤0.01%	307
2024 Q4	$9.39K	Buy	133 +2	+2%	+$147	﹤0.01%	256
2024 Q3	$10.1K	Hold	131	–	–	﹤0.01%	254
2024 Q2	$9.1K	Buy	131 +3	+2%	+$211	﹤0.01%	236
2024 Q1	$9.11K	Hold	128	–	–	﹤0.01%	236
2023 Q4	$8.91K	Buy	128 +1	+0.8%	+$66	﹤0.01%	212
2023 Q3	$8.28K	Sell	127 -155	-55%	-$10.4K	0.01%	198
2023 Q2	$19.1K	Buy	282 +2	+0.7%	+$138	0.01%	133
2023 Q1	$18.9K	Hold	280	–	–	0.01%	132
2022 Q4	$17.8K	Buy	280 +1	+0.4%	+$61	0.01%	132
2022 Q3	$15.9K	Buy	+279	New	+$17.5K	0.01%	121

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

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

Highline Wealth Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.2% in Q2 2026, buying an estimated $272 and bringing the position to 140 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Highline Wealth Partners first reported a position in EFAV in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.1K in Q2 2023. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Highline Wealth Partners held 140 shares of iShares MSCI EAFE Min Vol Factor ETF worth $12.3K as of Q2 2026.
Highline Wealth Partners bought 3 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $272.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #514 holding.
Highline Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $19.1K in Q2 2023.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.