IBEX Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

IBEX Wealth Advisors’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	$1.24M	Sell	14,166 -172	-1%	-$15.6K	0.1%	104
2026 Q1	$1.31M	Hold	14,338	–	–	0.12%	95
2025 Q4	$1.24M	Buy	14,338 +914	+7%	+$78.1K	0.12%	98
2025 Q3	$1.14M	Sell	13,424 -281	-2%	-$23.7K	0.11%	107
2025 Q2	$1.15M	Buy	+13,705	New	+$1.12M	0.12%	99
2018 Q4	–	Sell	-49,092	Closed	-$3.57M	–	82
2018 Q3	$3.57M	Buy	49,092 +1,315	+3%	+$94.8K	1.28%	31
2018 Q2	$3.48M	Buy	+47,777	New	+$3.51M	1.39%	30
2017 Q4	–	Sell	-40,524	Closed	-$2.88M	–	98
2017 Q3	$2.88M	Buy	40,524 +3,589	+10%	+$253K	1.07%	40
2017 Q2	$2.53M	Buy	+36,935	New	+$2.55M	0.99%	44

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

IBEX Wealth Advisors's EFAV Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.2% in Q2 2026, selling an estimated $15.6K and leaving 14,166 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #104.

IBEX Wealth Advisors first reported a position in EFAV in Q2 2017 and has held it in 9 quarters since. The position peaked at $3.57M in Q3 2018. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

IBEX Wealth Advisors held 14,166 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.24M as of Q2 2026.
IBEX Wealth Advisors sold 172 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $15.6K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.1% of IBEX Wealth Advisors's portfolio in Q2 2026, its #104 holding.
IBEX Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and has held it in 9 quarters since.
IBEX Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.57M in Q3 2018.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.