Kestra Private Wealth Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kestra Private Wealth Services’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	$344K	Buy	3,921 +41	+1%	+$3.72K	﹤0.01%	1439
2026 Q1	$354K	Sell	3,880 -160	-4%	-$14.5K	﹤0.01%	1376
2025 Q4	$348K	Sell	4,040 -42	-1%	-$3.59K	﹤0.01%	1353
2025 Q3	$346K	Sell	4,082 -313	-7%	-$26.4K	﹤0.01%	1286
2025 Q2	$369K	Buy	4,395 +141	+3%	+$11.5K	0.01%	1172
2025 Q1	$331K	Sell	4,254 -119	-3%	-$8.88K	0.01%	1151
2024 Q4	$309K	Buy	4,373 +120	+3%	+$8.83K	0.01%	1123
2024 Q3	$326K	Sell	4,253 -572	-12%	-$42.2K	0.01%	1059
2024 Q2	$335K	Sell	4,825 -1,037	-18%	-$72.8K	0.01%	997
2024 Q1	$416K	Sell	5,862 -166	-3%	-$11.5K	0.01%	875
2023 Q4	$418K	Sell	6,028 -917	-13%	-$60.8K	0.01%	798
2023 Q3	$453K	Sell	6,945 -241	-3%	-$16.2K	0.01%	705
2023 Q2	$485K	Buy	7,186 +2,284	+47%	+$157K	0.02%	650
2023 Q1	$332K	Buy	4,902 +90	+2%	+$5.92K	0.01%	749
2022 Q4	$306K	Buy	+4,812	New	+$294K	0.02%	664
2022 Q1	–	Sell	-2,719	Closed	-$209K	–	1005
2021 Q4	$209K	Buy	2,719 +17	+0.6%	+$1.3K	0.01%	887
2021 Q3	$204K	Hold	2,702	–	–	0.01%	844
2021 Q2	$204K	Buy	+2,702	New	+$204K	0.01%	806

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

Kestra Private Wealth Services's EFAV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.1% in Q2 2026, buying an estimated $3.72K and bringing the position to 3,921 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Kestra Private Wealth Services first reported a position in EFAV in Q2 2021 and has held it in 18 quarters since. The position peaked at $485K in Q2 2023. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Kestra Private Wealth Services held 3,921 shares of iShares MSCI EAFE Min Vol Factor ETF worth $344K as of Q2 2026.
Kestra Private Wealth Services bought 41 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $3.72K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1439 holding.
Kestra Private Wealth Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and has held it in 18 quarters since.
Kestra Private Wealth Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $485K in Q2 2023.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.