Howe & Rusling’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Howe & Rusling’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	$86.2K	Buy	943 +12	+1%	+$1.08K	0.01%	334
2025 Q4	$80.3K	Buy	+931	New	+$79.6K	0.01%	344
2025 Q3	–	Sell	-350	Closed	-$29.4K	–	461
2025 Q2	$29.4K	Buy	+350	New	+$28.6K	﹤0.01%	374
2025 Q1	–	Sell	-12	Closed	-$849	–	436
2024 Q4	$849	Buy	+12	New	+$883	﹤0.01%	406
2024 Q3	–	Sell	-272	Closed	-$18.9K	–	415
2024 Q2	$18.9K	Buy	+272	New	+$19.1K	﹤0.01%	313
2023 Q3	–	Sell	-301	Closed	-$20.3K	–	321
2023 Q2	$20.3K	Buy	301 +177	+143%	+$12.2K	﹤0.01%	279
2023 Q1	$8.39K	Hold	124	–	–	﹤0.01%	289
2022 Q4	$7.88K	Buy	+124	New	+$7.58K	﹤0.01%	285
2022 Q2	–	Sell	-92	Closed	-$7K	–	1088
2022 Q1	$7K	Buy	+92	New	+$6.68K	﹤0.01%	576

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 $424B AUM 22.96% 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 $2.78B AUM 32.11% 1-Year Est. Return

Howe & Rusling's EFAV Position: Q1 2026 in Review

Howe & Rusling increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.3% in Q1 2026, buying an estimated $1.08K and bringing the position to 943 shares worth $86.2K. The position accounts for 0.01% of the portfolio, ranked #334.

Howe & Rusling first reported a position in EFAV in Q1 2022 and has held it in 9 quarters since. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Howe & Rusling held 943 shares of iShares MSCI EAFE Min Vol Factor ETF worth $86.2K as of Q1 2026.
Howe & Rusling bought 12 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $1.08K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #334 holding.
Howe & Rusling first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 9 quarters since.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.