K2 Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

K2 Financial’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	$435K	Sell	4,870 -47	-1%	-$4.26K	0.31%	53
2026 Q1	$451K	Sell	4,917 -74	-1%	-$6.68K	0.33%	53
2025 Q4	$435K	Buy	4,991 +23	+0.5%	+$1.97K	0.34%	52
2025 Q3	$416K	Buy	4,968 +80	+2%	+$6.75K	0.33%	52
2025 Q2	$402K	Buy	4,888 +204	+4%	+$16.7K	0.36%	52
2025 Q1	$376K	Buy	4,684 +320	+7%	+$23.9K	0.37%	51
2024 Q4	$305K	Buy	+4,364	New	+$321K	0.3%	53

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

SAM

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

K2 Financial's EFAV Position: Q2 2026 in Review

K2 Financial reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.96% in Q2 2026, selling an estimated $4.26K and leaving 4,870 shares worth $435K. The position accounts for 0.31% of the portfolio, ranked #53.

K2 Financial first reported a position in EFAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

K2 Financial held 4,870 shares of iShares MSCI EAFE Min Vol Factor ETF worth $435K as of Q2 2026.
K2 Financial sold 47 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $4.26K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.31% of K2 Financial's portfolio in Q2 2026, its #53 holding.
K2 Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
K2 Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $451K in Q1 2026.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.