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Horizon Investments’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Horizon Investments’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 		$5.77M Sell
65,785
-66,871
-50% -$6.07M 0.06% 256
2026
Q1 		$12.1M Buy
132,656
+44,774
+51% +$4.04M 0.14% 127
2025
Q4 		$7.58M Buy
87,882
+2,304
+3% +$197K 0.1% 184
2025
Q3 		$7.26M Buy
85,578
+1,922
+2% +$162K 0.1% 177
2025
Q2 		$7.03M Buy
83,656
+83,643
+643,408% +$6.85M 0.11% 145
2025
Q1 		$1.01K Hold
13
– – ﹤0.01% 809
2024
Q4 		$919 Hold
13
– – ﹤0.01% 818
2024
Q3 		$997 Sell
13
-340,132
-100% -$25.1M ﹤0.01% 791
2024
Q2 		$23.6M Sell
340,145
-13,706
-4% -$962K 0.65% 23
2024
Q1 		$25.1M Buy
353,851
+347
+0.1% +$24.1K 0.66% 21
2023
Q4 		$24.5M Sell
353,504
-32,265
-8% -$2.14M 0.68% 20
2023
Q3 		$25.2M Buy
385,769
+15,827
+4% +$1.06M 0.77% 24
2023
Q2 		$25M Buy
369,942
+3,810
+1% +$263K 0.72% 25
2023
Q1 		$24.8M Buy
366,132
+351,598
+2,419% +$23.1M 0.73% 29
2022
Q4 		$924K Buy
14,534
+5,201
+56% +$318K 0.03% 236
2022
Q3 		$532K Sell
9,333
-1,573
-14% -$98.6K 0.02% 315
2022
Q2 		$690K Sell
10,906
-5,604
-34% -$377K 0.02% 232
2022
Q1 		$1.19M Sell
16,510
-835,502
-98% -$60.6M 0.03% 200
2021
Q4 		$65.4M Buy
852,012
+108,604
+15% +$8.28M 1.93% 14
2021
Q3 		$56M Sell
743,408
-54,758
-7% -$4.25M 1.47% 18
2021
Q2 		$60.3M Buy
798,166
+56,873
+8% +$4.29M 1.79% 15
2021
Q1 		$54.1M Buy
+741,293
New +$54.4M 1.99% 15
2020
Q4 		– Sell
-679,849
Closed -$46.3M – 175
2020
Q3 		$46.3M Buy
679,849
+650,665
+2,230% +$44.3M 1.65% 16
2020
Q2 		$1.93M Buy
29,184
+16,377
+128% +$1.06M 0.05% 155
2020
Q1 		$795K Sell
12,807
-487,459
-97% -$34.3M 0.04% 144
2019
Q4 		$37.3M Buy
500,266
+441,656
+754% +$32.9M 1.64% 11
2019
Q3 		$4.29M Buy
+58,610
New +$4.24M 0.17% 61

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

Horizon Investments's EFAV Position: Q2 2026 in Review

Horizon Investments reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 50% in Q2 2026, selling an estimated $6.07M and leaving 65,785 shares worth $5.77M. The position accounts for 0.06% of the portfolio, ranked #256.

Horizon Investments first reported a position in EFAV in Q3 2019 and has held it in 27 quarters since. The position peaked at $65.4M in Q4 2021. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Horizon Investments held 65,785 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.77M as of Q2 2026.
  • Horizon Investments sold 66,871 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.07M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Horizon Investments's portfolio in Q2 2026, its #256 holding.
  • Horizon Investments first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and has held it in 27 quarters since.
  • Horizon Investments's iShares MSCI EAFE Min Vol Factor ETF position peaked at $65.4M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.