Joel Isaacson & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Joel Isaacson & Co’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	$917K	Buy	10,455 +197	+2%	+$17.9K	0.03%	210
2026 Q1	$937K	Hold	10,258	–	–	0.03%	196
2025 Q4	$885K	Buy	10,258 +138	+1%	+$11.8K	0.03%	203
2025 Q3	$859K	Buy	10,120 +5,000	+98%	+$422K	0.03%	192
2025 Q2	$430K	Buy	+5,120	New	+$419K	0.02%	275
2016 Q4	–	Sell	-107	Closed	-$7K	–	658
2016 Q3	$7K	Buy	+107	New	+$7.2K	﹤0.01%	579

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

Joel Isaacson & Co's EFAV Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 10,455 shares worth $917K. The position accounts for 0.03% of the portfolio, ranked #210.

Joel Isaacson & Co first reported a position in EFAV in Q3 2016 and has held it in 6 quarters since. The position peaked at $937K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Joel Isaacson & Co held 10,455 shares of iShares MSCI EAFE Min Vol Factor ETF worth $917K as of Q2 2026.
Joel Isaacson & Co bought 197 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $17.9K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #210 holding.
Joel Isaacson & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and has held it in 6 quarters since.
Joel Isaacson & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $937K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.