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 Q2	$91.9K	Buy	1,047 +104	+11%	+$9.44K	0.01%	347
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 $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

Howe & Rusling's EFAV Position: Q2 2026 in Review

Howe & Rusling increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 11% in Q2 2026, buying an estimated $9.44K and bringing the position to 1,047 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #347.

Howe & Rusling first reported a position in EFAV in Q1 2022 and has held it in 10 quarters since. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Howe & Rusling held 1,047 shares of iShares MSCI EAFE Min Vol Factor ETF worth $91.9K as of Q2 2026.
Howe & Rusling bought 104 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $9.44K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #347 holding.
Howe & Rusling first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 10 quarters since.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.