Janney Montgomery Scott
EFAV icon

Janney Montgomery Scott’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Janney Montgomery Scott’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 		$1.34M Sell
14,724
-1,571
-10% -$142K ﹤0.01% 1484
2025
Q4 		$1.41M Buy
16,295
+481
+3% +$41.1K ﹤0.01% 1534
2025
Q3 		$1.34M Sell
15,814
-3,040
-16% -$257K ﹤0.01% 1526
2025
Q2 		$1.58M Buy
18,854
+253
+1% +$20.7K ﹤0.01% 1319
2025
Q1 		$1.45M Sell
18,601
-678
-4% -$50.6K ﹤0.01% 1312
2024
Q4 		$1.36M Buy
19,279
+7,490
+64% +$551K ﹤0.01% 1366
2024
Q3 		$904K Buy
11,789
+1,660
+16% +$123K ﹤0.01% 1567
2024
Q2 		$703K Buy
10,129
+129
+1% +$9.05K ﹤0.01% 1657
2024
Q1 		$709K Sell
10,000
-966
-9% -$67.2K ﹤0.01% 1720
2023
Q4 		$760K Sell
10,966
-336
-3% -$22.3K ﹤0.01% 1619
2023
Q3 		$738K Sell
11,302
-2,056
-15% -$138K ﹤0.01% 1521
2023
Q2 		$902K Sell
13,358
-845
-6% -$58.3K ﹤0.01% 1482
2023
Q1 		$961K Sell
14,203
-3,506
-20% -$231K ﹤0.01% 1336
2022
Q4 		$1.13M Sell
17,709
-3,829
-18% -$234K ﹤0.01% 1302
2022
Q3 		$1.23M Buy
21,538
+308
+1% +$19.3K 0.01% 1218
2022
Q2 		$1.34M Sell
21,230
-5,792
-21% -$389K 0.01% 1111
2022
Q1 		$1.95M Sell
27,022
-2,724
-9% -$198K 0.01% 931
2021
Q4 		$2.28M Sell
29,746
-17,200
-37% -$1.31M 0.01% 914
2021
Q3 		$3.54M Sell
46,946
-475
-1% -$36.9K 0.02% 713
2021
Q2 		$3.58M Sell
47,421
-110,256
-70% -$8.31M 0.02% 697
2021
Q1 		$11.5M Buy
157,677
+4,335
+3% +$318K 0.06% 303
2020
Q4 		$11.3M Buy
153,342
+6,519
+4% +$459K 0.05% 303
2020
Q3 		$10M Sell
146,823
-291,032
-66% -$19.8M 0.06% 295
2020
Q2 		$28.9M Sell
437,855
-111,814
-20% -$7.26M 0.18% 130
2020
Q1 		$34.1M Buy
549,669
+99,026
+22% +$6.96M 0.27% 90
2019
Q4 		$33.6M Buy
450,643
+44,746
+11% +$3.33M 0.22% 112
2019
Q3 		$29.7M Buy
405,897
+120,186
+42% +$8.7M 0.22% 112
2019
Q2 		$20.8M Buy
285,711
+43,492
+18% +$3.13M 0.16% 149
2019
Q1 		$17.4M Buy
242,219
+73,915
+44% +$5.18M 0.14% 164
2018
Q4 		$11.2M Buy
168,304
+22,613
+16% +$1.55M 0.11% 212
2018
Q3 		$10.6M Sell
145,691
-4,134
-3% -$298K 0.09% 245
2018
Q2 		$10.7M Sell
149,825
-4,862
-3% -$357K 0.1% 223
2018
Q1 		$11.4M Sell
154,687
-1,567
-1% -$116K 0.11% 205
2017
Q4 		$11.4M Buy
156,254
+65,134
+71% +$4.69M 0.12% 202
2017
Q3 		$6.47M Buy
91,120
+73,275
+411% +$5.16M 0.07% 274
2017
Q2 		$1.24M Sell
17,845
-7,227
-29% -$498K 0.02% 783
2017
Q1 		$1.66M Sell
25,072
-6,851
-21% -$439K 0.02% 639
2016
Q4 		$1.95M Sell
31,923
-11,387
-26% -$720K 0.03% 511
2016
Q3 		$2.93M Buy
+43,310
New +$2.91M 0.05% 347
2016
Q2 		– Sell
-25,467
Closed -$1.69M – 803
2016
Q1 		$1.69M Buy
25,467
+2,894
+13% +$184K 0.04% 372
2015
Q4 		$1.46M Sell
22,573
-4,123
-15% -$269K 0.04% 427
2015
Q3 		$1.67M Sell
26,696
-22,305
-46% -$1.45M 0.05% 377
2015
Q2 		$3.2M Buy
49,001
+1,917
+4% +$130K 0.07% 352
2015
Q1 		$3.1M Buy
+47,084
New +$3.05M 0.06% 400
2014
Q4 		– Sell
-7,755
Closed -$486K – 2339
2014
Q3 		$486K Sell
7,755
-271
-3% -$17.6K 0.01% 1303
2014
Q2 		$525K Buy
8,026
+1,944
+32% +$126K 0.01% 1211
2014
Q1 		$382K Buy
+6,082
New +$373K 0.01% 1292

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 $2.53B AUM 25.83% 1-Year Est. Return

Janney Montgomery Scott's EFAV Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 9.6% in Q1 2026, selling an estimated $142K and leaving 14,724 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Janney Montgomery Scott first reported a position in EFAV in Q1 2014 and has held it in 47 quarters since. The position peaked at $34.1M in Q1 2020. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Janney Montgomery Scott held 14,724 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.34M as of Q1 2026.
  • Janney Montgomery Scott sold 1,571 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $142K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1484 holding.
  • Janney Montgomery Scott first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2014 and has held it in 47 quarters since.
  • Janney Montgomery Scott's iShares MSCI EAFE Min Vol Factor ETF position peaked at $34.1M in Q1 2020.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.