IP
EFAV icon

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

Investment Partners’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
Q1 		$878K Sell
9,611
-1,358
-12% -$123K 0.31% 75
2025
Q4 		$946K Buy
10,969
+23
+0.2% +$1.97K 0.33% 67
2025
Q3 		$929K Hold
10,946
– – 0.33% 67
2025
Q2 		$920K Buy
10,946
+30
+0.3% +$2.46K 0.35% 65
2025
Q1 		$851K Sell
10,916
-4,810
-31% -$359K 0.35% 70
2024
Q4 		$1.11M Sell
15,726
-361
-2% -$26.6K 0.46% 58
2024
Q3 		$1.23M Hold
16,087
– – 0.51% 53
2024
Q2 		$1.12M Buy
16,087
+80
+0.5% +$5.62K 0.5% 55
2024
Q1 		$1.13M Hold
16,007
– – 0.51% 51
2023
Q4 		$1.11M Sell
16,007
-2,996
-16% -$199K 0.55% 51
2023
Q3 		$1.24M Sell
19,003
-4,087
-18% -$275K 0.65% 47
2023
Q2 		$1.56M Buy
23,090
+151
+0.7% +$10.4K 0.81% 34
2023
Q1 		$1.55M Hold
22,939
– – 0.81% 33
2022
Q4 		$1.46M Sell
22,939
-875
-4% -$53.5K 0.77% 38
2022
Q3 		$1.36M Sell
23,814
-7,878
-25% -$494K 0.4% 70
2022
Q2 		$2.01M Sell
31,692
-361
-1% -$24.3K 0.98% 29
2022
Q1 		$2.31M Hold
32,053
– – 0.98% 27
2021
Q4 		$2.46M Sell
32,053
-1,592
-5% -$121K 1.01% 27
2021
Q3 		$2.54M Buy
33,645
+3
+0% +$233 1.15% 24
2021
Q2 		$2.54M Buy
33,642
+530
+2% +$39.9K 1.16% 24
2021
Q1 		$2.42M Buy
33,112
+2,113
+7% +$155K 1.17% 24
2020
Q4 		$2.28M Sell
30,999
-2,800
-8% -$197K 1.21% 24
2020
Q3 		$2.3M Buy
33,799
+301
+0.9% +$20.5K 1.37% 18
2020
Q2 		$2.21M Buy
33,498
+216
+0.6% +$14K 1.3% 20
2020
Q1 		$2.06M Buy
33,282
+17,436
+110% +$1.23M 1.49% 16
2019
Q4 		$1.18M Buy
15,846
+12,340
+352% +$920K 0.8% 46
2019
Q3 		$257K Hold
3,506
– – 0.19% 118
2019
Q2 		$255K Hold
3,506
– – 0.18% 124
2019
Q1 		$252K Hold
3,506
– – 0.18% 118
2018
Q4 		$234K Buy
3,506
+40
+1% +$2.75K 0.2% 109
2018
Q3 		$206 Hold
3,466
– – 0.11% 113
2018
Q2 		$247K Buy
3,466
+69
+2% +$5.07K 0.18% 122
2018
Q1 		$250K Hold
3,397
– – 0.19% 127
2017
Q4 		$248K Buy
3,397
+19
+0.6% +$1.37K 0.18% 124
2017
Q3 		$240K Hold
3,378
– – 0.21% 103
2017
Q2 		$234K Buy
3,378
+66
+2% +$4.55K 0.21% 104
2017
Q1 		$219K Hold
3,312
– – 0.21% 103
2016
Q4 		$203K Sell
3,312
-1,932
-37% -$122K 0.2% 107
2016
Q3 		$355K Buy
+5,244
New +$353K 0.2% 116

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Investment Partners's EFAV Position: Q1 2026 in Review

Investment Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 12% in Q1 2026, selling an estimated $123K and leaving 9,611 shares worth $878K. The position accounts for 0.31% of the portfolio, ranked #75.

Investment Partners first reported a position in EFAV in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.54M in Q2 2021. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Investment Partners held 9,611 shares of iShares MSCI EAFE Min Vol Factor ETF worth $878K as of Q1 2026.
  • Investment Partners sold 1,358 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $123K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.31% of Investment Partners's portfolio in Q1 2026, its #75 holding.
  • Investment Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and has held it in 39 quarters since.
  • Investment Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.54M in Q2 2021.
  • 539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.