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Independent Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Independent Financial Group’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 		$796K Buy
9,081
+350
+4% +$31.8K 0.01% 786
2026
Q1 		$798K Buy
8,731
+4,120
+89% +$372K 0.02% 709
2025
Q4 		$398K Sell
4,611
-13,649
-75% -$1.17M 0.01% 1012
2025
Q3 		$1.55M Sell
18,260
-4,075
-18% -$344K 0.04% 467
2025
Q2 		$1.88M Buy
22,335
+19,275
+630% +$1.58M 0.05% 359
2025
Q1 		$238K Sell
3,060
-56
-2% -$4.18K 0.01% 1032
2024
Q4 		$220K Buy
3,116
+32
+1% +$2.35K 0.01% 1052
2024
Q3 		$237K Sell
3,084
-470
-13% -$34.7K 0.01% 972
2024
Q2 		$247K Buy
3,554
+17
+0.5% +$1.19K 0.01% 933
2024
Q1 		$251K Sell
3,537
-526
-13% -$36.6K 0.01% 865
2023
Q4 		$282K Buy
4,063
+128
+3% +$8.48K 0.02% 747
2023
Q3 		$257K Buy
3,935
+26
+0.7% +$1.75K 0.02% 728
2023
Q2 		$264K Buy
3,909
+713
+22% +$49.2K 0.02% 693
2023
Q1 		$216K Sell
3,196
-738
-19% -$48.6K 0.02% 745
2022
Q4 		$250K Buy
3,934
+187
+5% +$11.4K 0.02% 631
2022
Q3 		$214K Buy
3,747
+28
+0.8% +$1.76K 0.02% 647
2022
Q2 		$235K Sell
3,719
-638
-15% -$42.9K 0.03% 586
2022
Q1 		$314K Sell
4,357
-287
-6% -$20.8K 0.03% 578
2021
Q4 		$357K Buy
4,644
+153
+3% +$11.7K 0.03% 530
2021
Q3 		$338K Buy
4,491
+450
+11% +$34.9K 0.03% 493
2021
Q2 		$305K Sell
4,041
-63
-2% -$4.75K 0.03% 528
2021
Q1 		$300K Sell
4,104
-3,358
-45% -$246K 0.04% 469
2020
Q4 		$548K Sell
7,462
-13
-0.2% -$916 0.08% 284
2020
Q3 		$509K Sell
7,475
-309
-4% -$21K 0.1% 231
2020
Q2 		$514K Sell
7,784
-186
-2% -$12.1K 0.11% 219
2020
Q1 		$495K Buy
+7,970
New +$560K 0.15% 173

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

Independent Financial Group's EFAV Position: Q2 2026 in Review

Independent Financial Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4% in Q2 2026, buying an estimated $31.8K and bringing the position to 9,081 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #786.

Independent Financial Group first reported a position in EFAV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.88M in Q2 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Independent Financial Group held 9,081 shares of iShares MSCI EAFE Min Vol Factor ETF worth $796K as of Q2 2026.
  • Independent Financial Group bought 350 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $31.8K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #786 holding.
  • Independent Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.88M in Q2 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.