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IFG Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

IFG Advisory’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 		$743K Buy
+8,469
New +$769K 0.03% 493
2026
Q1 		– Sell
-8,368
Closed -$722K – 468
2025
Q4 		$722K Buy
8,368
+71
+0.9% +$6.07K 0.03% 427
2025
Q3 		$704K Hold
8,297
– – 0.03% 431
2025
Q2 		$697K Buy
8,297
+229
+3% +$18.7K 0.04% 413
2025
Q1 		$629K Sell
8,068
-96
-1% -$7.17K 0.03% 390
2024
Q4 		$577K Buy
+8,164
New +$601K 0.03% 386
2024
Q3 		– Sell
-8,141
Closed -$565K – 446
2024
Q2 		$565K Buy
+8,141
New +$571K 0.04% 378
2024
Q1 		– Sell
-9,305
Closed -$645K – 425
2023
Q4 		$645K Buy
9,305
+829
+10% +$54.9K 0.05% 327
2023
Q3 		$553K Buy
+8,476
New +$569K 0.05% 327
2023
Q2 		– Sell
-7,948
Closed -$538K – 363
2023
Q1 		$538K Buy
7,948
+200
+3% +$13.2K 0.05% 307
2022
Q4 		$492K Sell
7,748
-688
-8% -$42K 0.05% 311
2022
Q3 		$480K Buy
8,436
+61
+0.7% +$3.83K 0.04% 320
2022
Q2 		$530K Buy
8,375
+388
+5% +$26.1K 0.06% 281
2022
Q1 		$576K Buy
7,987
+400
+5% +$29K 0.06% 283
2021
Q4 		$582K Sell
7,587
-38
-0.5% -$2.9K 0.06% 272
2021
Q3 		$574K Buy
7,625
+1,585
+26% +$123K 0.06% 269
2021
Q2 		$456K Sell
6,040
-102
-2% -$7.68K 0.05% 309
2021
Q1 		$448K Hold
6,142
– – 0.06% 320
2020
Q4 		$450K Sell
6,142
-680
-10% -$47.9K 0.06% 280
2020
Q3 		$464K Sell
6,822
-1,210
-15% -$82.4K 0.08% 245
2020
Q2 		$530K Sell
8,032
-290
-3% -$18.8K 0.1% 215
2020
Q1 		$516K Buy
8,322
+200
+2% +$14.1K 0.12% 188
2019
Q4 		$605K Sell
8,122
-190
-2% -$14.2K 0.11% 207
2019
Q3 		$609K Buy
+8,312
New +$602K 0.12% 198

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

IFG Advisory's EFAV Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 8,469 shares worth $743K. The stake represents 0.03% of the portfolio and ranks #493 among its holdings. This is a return to the name: IFG Advisory previously reported a position in EFAV as recently as Q4 2025.

IFG Advisory first reported a position in EFAV in Q3 2019 and has held it in 24 quarters since. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • IFG Advisory held 8,469 shares of iShares MSCI EAFE Min Vol Factor ETF worth $743K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new IFG Advisory position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #493 holding.
  • IFG Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and has held it in 24 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.