Independent Advisor Alliance’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-41,949	Closed	-$3.83M	–	1181
2026 Q1	$3.83M	Buy	+41,949	New	+$3.79M	0.04%	383
2025 Q1	–	Sell	-20,529	Closed	-$1.45M	–	936
2024 Q4	$1.45M	Buy	+20,529	New	+$1.51M	0.02%	611
2020 Q1	–	Sell	-51,624	Closed	-$3.85M	–	508
2019 Q4	$3.85M	Buy	+51,624	New	+$3.85M	0.17%	133

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

Independent Advisor Alliance's EFAV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 41,949 shares — an estimated $3.83M sold.

Independent Advisor Alliance first reported a position in EFAV in Q4 2019 and held it in 3 quarters. The position peaked at $3.85M in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 41,949 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $3.83M.
Independent Advisor Alliance first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.85M in Q4 2019.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.