Jim Simons
EFAV icon

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
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
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 $6.73T AUM 46.02% 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 $2.99B AUM 30.41% 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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Jim Simons's EFAV Position: Q1 2026 in Review

Jim Simons reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 67% in Q1 2026, selling an estimated $750K and leaving 4,100 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Jim Simons first reported a position in EFAV in Q1 2022 and has held it in 11 quarters since. The position peaked at $7.42M in Q2 2025. 542 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Jim Simons held 4,100 shares of iShares MSCI EAFE Min Vol Factor ETF worth $375K as of Q1 2026.
  • Jim Simons sold 8,300 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $750K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2724 holding.
  • Jim Simons first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 11 quarters since.
  • Jim Simons's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.42M in Q2 2025.
  • 542 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.