Institute for Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Institute for Wealth Management’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	$127K	Buy	+1,444	New	+$131K	0.01%	625
2022 Q1	–	Sell	-2,743	Closed	-$211K	–	547
2021 Q4	$211K	Sell	2,743 -280	-9%	-$21.3K	0.03%	462
2021 Q3	$228K	Sell	3,023 -25	-0.8%	-$1.94K	0.04%	438
2021 Q2	$230K	Sell	3,048 -5	-0.2%	-$377	0.04%	432
2021 Q1	$223K	Sell	3,053 -373	-11%	-$27.4K	0.04%	419
2020 Q4	$252K	Sell	3,426 -640	-16%	-$45.1K	0.05%	383
2020 Q3	$277K	Sell	4,066 -234	-5%	-$15.9K	0.06%	333
2020 Q2	$284K	Buy	+4,300	New	+$279K	0.07%	329
2020 Q1	–	Sell	-302	Closed	-$23K	–	447
2019 Q4	$23K	Buy	+302	New	+$22.5K	0.01%	557
2019 Q3	–	Sell	-9,493	Closed	-$690K	–	438
2019 Q2	$690K	Buy	+9,493	New	+$683K	0.15%	205

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 22.9% 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

Institute for Wealth Management's EFAV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 1,444 shares worth $127K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EFAV as recently as Q4 2021.

Institute for Wealth Management first reported a position in EFAV in Q2 2019 and has held it in 10 quarters since. The position peaked at $690K in Q2 2019. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Institute for Wealth Management held 1,444 shares of iShares MSCI EAFE Min Vol Factor ETF worth $127K as of Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #625 holding.
Institute for Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and has held it in 10 quarters since.
Institute for Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $690K in Q2 2019.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.