Ken Fisher
EFAV icon

Ken Fisher’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ken Fisher’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 		$402K Buy
4,396
+881
+25% +$79.6K ﹤0.01% 835
2025
Q4 		$303K Buy
3,515
+530
+18% +$45.3K ﹤0.01% 893
2025
Q3 		$253K Buy
2,985
+285
+11% +$24.1K ﹤0.01% 927
2025
Q2 		$227K Sell
2,700
-612
-18% -$50.1K ﹤0.01% 943
2025
Q1 		$258K Buy
+3,312
New +$247K ﹤0.01% 930
2024
Q3 		– Sell
-5,082
Closed -$352K – 947
2024
Q2 		$352K Buy
5,082
+1,303
+34% +$91.5K ﹤0.01% 849
2024
Q1 		$268K Buy
+3,779
New +$263K ﹤0.01% 885
2023
Q4 		– Sell
-4,808
Closed -$314K – 1020
2023
Q3 		$314K Buy
+4,808
New +$323K ﹤0.01% 927

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 $2.78B AUM 32.11% 1-Year Est. Return

Ken Fisher's EFAV Position: Q1 2026 in Review

Ken Fisher increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 25% in Q1 2026, buying an estimated $79.6K and bringing the position to 4,396 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Ken Fisher first reported a position in EFAV in Q3 2023 and has held it in 8 quarters since. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Ken Fisher held 4,396 shares of iShares MSCI EAFE Min Vol Factor ETF worth $402K as of Q1 2026.
  • Ken Fisher bought 881 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $79.6K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #835 holding.
  • Ken Fisher first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 8 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.