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JPL Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

JPL Wealth Management’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 		$4.57K Buy
+50
New +$4.52K ﹤0.01% 719
2025
Q4 		– Sell
-50
Closed -$4.24K – 405
2025
Q3 		$4.24K Buy
+50
New +$4.22K ﹤0.01% 701

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

JPL Wealth Management's EFAV Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026: 50 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in EFAV as recently as Q3 2025.

JPL Wealth Management first reported a position in EFAV in Q3 2025 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • JPL Wealth Management held 50 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.57K as of Q1 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #719 holding.
  • JPL Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.