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Invariant Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Invariant Investment 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 		$266K Buy
2,976
+409
+16% +$37.1K 0.16% 59
2026
Q1 		$240K Buy
+2,567
New +$232K 0.15% 65

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invariant Investment Management's EFAV Position: Q2 2026 in Review

Invariant Investment Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 16% in Q2 2026, buying an estimated $37.1K and bringing the position to 2,976 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #59.

Invariant Investment Management first reported a position in EFAV in Q1 2026 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Invariant Investment Management held 2,976 shares of iShares MSCI EAFE Min Vol Factor ETF worth $266K as of Q2 2026.
  • Invariant Investment Management bought 409 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $37.1K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.16% of Invariant Investment Management's portfolio in Q2 2026, its #59 holding.
  • Invariant Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.