Jim Simons’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Jim Simons’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	–	Sell	-4,100	Closed	-$375K	–	3299
2026 Q1	$375K	Sell	4,100 -8,300	-67%	-$750K	﹤0.01%	2724
2025 Q4	$1.07M	Buy	12,400 +1,200	+11%	+$103K	﹤0.01%	2235
2025 Q3	$950K	Sell	11,200 -77,100	-87%	-$6.51M	﹤0.01%	2507
2025 Q2	$7.42M	Buy	88,300 +72,100	+445%	+$5.9M	0.01%	1276
2025 Q1	$1.26M	Buy	+16,200	New	+$1.21M	﹤0.01%	2261
2024 Q4	–	Sell	-33,300	Closed	-$2.55M	–	3655
2024 Q3	$2.55M	Buy	+33,300	New	+$2.46M	﹤0.01%	1862
2024 Q2	–	Sell	-46,600	Closed	-$3.3M	–	3597
2024 Q1	$3.3M	Buy	46,600 +16,200	+53%	+$1.13M	0.01%	1693
2023 Q4	$2.11M	Buy	+30,400	New	+$2.01M	﹤0.01%	1916
2023 Q3	–	Sell	-4,000	Closed	-$270K	–	3757
2023 Q2	$270K	Buy	+4,000	New	+$276K	﹤0.01%	3175
2022 Q3	–	Sell	-7,700	Closed	-$487K	–	4098
2022 Q2	$487K	Sell	7,700 -10,900	-59%	-$732K	﹤0.01%	3178
2022 Q1	$1.34M	Buy	+18,600	New	+$1.35M	﹤0.01%	2528

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

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Jim Simons's EFAV Position: Q2 2026 in Review

Jim Simons sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 4,100 shares — an estimated $375K sold.

Jim Simons first reported a position in EFAV in Q1 2022 and held it in 11 quarters. The position peaked at $7.42M in Q2 2025. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Jim Simons reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 4,100 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $375K.
Jim Simons first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and held it in 11 quarters.
Jim Simons's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.42M in Q2 2025.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.