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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
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
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

Kestra Private Wealth Services's EFAV Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4% in Q1 2026, selling an estimated $14.5K and leaving 3,880 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Kestra Private Wealth Services first reported a position in EFAV in Q2 2021 and has held it in 17 quarters since. The position peaked at $485K in Q2 2023. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Kestra Private Wealth Services held 3,880 shares of iShares MSCI EAFE Min Vol Factor ETF worth $354K as of Q1 2026.
  • Kestra Private Wealth Services sold 160 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $14.5K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1376 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 17 quarters since.
  • Kestra Private Wealth Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $485K in Q2 2023.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.