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Kingsview Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kingsview Wealth Management’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 		$203K Buy
+2,313
New +$210K ﹤0.01% 1356
2025
Q4 		– Sell
-65,198
Closed -$5.53M – 1258
2025
Q3 		$5.53M Buy
65,198
+6,784
+12% +$573K 0.08% 249
2025
Q2 		$4.91M Buy
+58,414
New +$4.78M 0.08% 253
2025
Q1 		– Sell
-48,352
Closed -$3.42M – 1111
2024
Q4 		$3.42M Buy
+48,352
New +$3.56M 0.07% 277
2024
Q1 		– Sell
-4,470
Closed -$310K – 1023
2023
Q4 		$310K Sell
4,470
-3,804
-46% -$252K 0.01% 756
2023
Q3 		$540K Buy
8,274
+3,429
+71% +$230K 0.02% 598
2023
Q2 		$327K Sell
4,845
-339
-7% -$23.4K 0.01% 719
2023
Q1 		$351K Sell
5,184
-92
-2% -$6.06K 0.01% 667
2022
Q4 		$335K Sell
5,276
-11,256
-68% -$688K 0.01% 624
2022
Q3 		$942K Sell
16,532
-2,241
-12% -$141K 0.04% 343
2022
Q2 		$1.19M Sell
18,773
-4,442
-19% -$298K 0.06% 322
2022
Q1 		$1.67M Buy
23,215
+1,604
+7% +$116K 0.07% 268
2021
Q4 		$1.66M Buy
21,611
+2,033
+10% +$155K 0.07% 279
2021
Q3 		$1.48M Sell
19,578
-163
-0.8% -$12.7K 0.07% 283
2021
Q2 		$1.49M Sell
19,741
-8,877
-31% -$669K 0.07% 284
2021
Q1 		$2.1M Buy
28,618
+1,340
+5% +$98.3K 0.12% 184
2020
Q4 		$2M Buy
27,278
+2,728
+11% +$192K 0.14% 157
2020
Q3 		$1.67M Buy
24,550
+402
+2% +$27.4K 0.15% 154
2020
Q2 		$1.59M Sell
24,148
-785
-3% -$50.9K 0.16% 143
2020
Q1 		$1.55M Buy
24,933
+13,417
+117% +$943K 0.21% 122
2019
Q4 		$858K Buy
11,516
+2,986
+35% +$223K 0.11% 213
2019
Q3 		$625K Buy
8,530
+960
+13% +$69.5K 0.1% 221
2019
Q2 		$550K Buy
+7,570
New +$544K 0.09% 232

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

Kingsview Wealth Management's EFAV Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 2,313 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in EFAV as recently as Q3 2025.

Kingsview Wealth Management first reported a position in EFAV in Q2 2019 and has held it in 23 quarters since. The position peaked at $5.53M in Q3 2025. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Kingsview Wealth Management held 2,313 shares of iShares MSCI EAFE Min Vol Factor ETF worth $203K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Kingsview Wealth Management position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1356 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and has held it in 23 quarters since.
  • Kingsview Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.53M in Q3 2025.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.