JFS Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

JFS Wealth Advisors’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	$15.8K	Hold	180	–	–	﹤0.01%	834
2026 Q1	$16.4K	Hold	180	–	–	﹤0.01%	787
2025 Q4	$15.5K	Hold	180	–	–	﹤0.01%	835
2025 Q3	$15.3K	Hold	180	–	–	﹤0.01%	759
2025 Q2	$15.1K	Hold	180	–	–	﹤0.01%	726
2025 Q1	$14K	Hold	180	–	–	﹤0.01%	767
2024 Q4	$12.7K	Hold	180	–	–	﹤0.01%	782
2024 Q3	$13.8K	Hold	180	–	–	﹤0.01%	741
2024 Q2	$12.5K	Hold	180	–	–	﹤0.01%	725
2024 Q1	$12.8K	Hold	180	–	–	﹤0.01%	740
2023 Q4	$12.5K	Hold	180	–	–	﹤0.01%	709
2023 Q3	$11.7K	Hold	180	–	–	﹤0.01%	677
2023 Q2	$12.2K	Hold	180	–	–	﹤0.01%	675
2023 Q1	$12.2K	Hold	180	–	–	﹤0.01%	650
2022 Q4	$11.4K	Buy	+180	New	+$11K	﹤0.01%	660
2022 Q3	–	Sell	-146	Closed	-$9K	–	1787
2022 Q2	$9K	Hold	146	–	–	﹤0.01%	790
2022 Q1	$11K	Hold	146	–	–	﹤0.01%	758
2021 Q4	$11K	Hold	146	–	–	﹤0.01%	673
2021 Q3	$11K	Buy	+146	New	+$11.3K	﹤0.01%	626
2016 Q3	–	Sell	-108	Closed	-$7K	–	492
2016 Q2	$7K	Sell	108 -6	-5%	-$401	﹤0.01%	411
2016 Q1	$8K	Hold	114	–	–	﹤0.01%	413
2015 Q4	$7K	Hold	114	–	–	﹤0.01%	428
2015 Q3	$7K	Buy	+114	New	+$7.42K	﹤0.01%	375
2015 Q1	–	Sell	-315	Closed	-$19K	–	523
2014 Q4	$19K	Sell	315 -1,386	-81%	-$86.8K	﹤0.01%	292
2014 Q3	$107K	Buy	1,701 +1,295	+319%	+$84K	0.02%	120
2014 Q2	$27K	Buy	+406	New	+$26.3K	﹤0.01%	236

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 22.96% 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

JFS Wealth Advisors's EFAV Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 180 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

JFS Wealth Advisors first reported a position in EFAV in Q2 2014 and has held it in 26 quarters since. The position peaked at $107K in Q3 2014. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

JFS Wealth Advisors held 180 shares of iShares MSCI EAFE Min Vol Factor ETF worth $15.8K as of Q2 2026.
JFS Wealth Advisors left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #834 holding.
JFS Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2014 and has held it in 26 quarters since.
JFS Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $107K in Q3 2014.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.