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

Key Financial Inc’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	$11.2K	Hold	128	–	–	﹤0.01%	842
2026 Q1	$11.7K	Hold	128	–	–	﹤0.01%	851
2025 Q4	$11K	Hold	128	–	–	﹤0.01%	862
2025 Q3	$10.9K	Hold	128	–	–	﹤0.01%	859
2025 Q2	$10.8K	Hold	128	–	–	﹤0.01%	836
2025 Q1	$9.97K	Hold	128	–	–	﹤0.01%	813
2024 Q4	$9.05K	Hold	128	–	–	﹤0.01%	835
2024 Q3	$9.82K	Hold	128	–	–	﹤0.01%	803
2024 Q2	$8.88K	Hold	128	–	–	﹤0.01%	810
2024 Q1	$9.07K	Hold	128	–	–	﹤0.01%	788
2023 Q4	$8.88K	Hold	128	–	–	﹤0.01%	774
2023 Q3	$8.35K	Buy	128 +82	+178%	+$5.51K	﹤0.01%	767
2023 Q2	$3.1K	Hold	46	–	–	﹤0.01%	1099
2023 Q1	$3.11K	Hold	46	–	–	﹤0.01%	888
2022 Q4	$2.62K	Hold	46	–	–	﹤0.01%	909
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	875
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	877
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	862
2021 Q4	$4K	Hold	46	–	–	﹤0.01%	739
2021 Q3	$3K	Hold	46	–	–	﹤0.01%	755
2021 Q2	$4K	Hold	46	–	–	﹤0.01%	705
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	642
2020 Q4	$3K	Buy	+46	New	+$3.24K	﹤0.01%	604
2020 Q2	–	Sell	-46	Closed	-$3K	–	233
2020 Q1	$3K	Buy	+46	New	+$3.23K	﹤0.01%	553

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 22.96% 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

Key Financial Inc's EFAV Position: Q2 2026 in Review

Key Financial Inc held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 128 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Key Financial Inc first reported a position in EFAV in Q1 2020 and has held it in 24 quarters since. The position peaked at $11.7K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Key Financial Inc held 128 shares of iShares MSCI EAFE Min Vol Factor ETF worth $11.2K as of Q2 2026.
Key Financial Inc left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #842 holding.
Key Financial Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11.7K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.