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Kingswood Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kingswood Wealth Advisors’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 		$276K Sell
3,151
-191
-6% -$17.3K 0.01% 814
2026
Q1 		$305K Buy
3,342
+78
+2% +$7.05K 0.01% 704
2025
Q4 		$282K Sell
3,264
-315
-9% -$26.9K 0.01% 701
2025
Q3 		$304K Sell
3,579
-1,037
-22% -$87.5K 0.02% 625
2025
Q2 		$388K Sell
4,616
-716
-13% -$58.6K 0.03% 491
2025
Q1 		$416K Sell
5,332
-6,302
-54% -$470K 0.04% 445
2024
Q4 		$823K Buy
11,634
+3,079
+36% +$227K 0.06% 314
2024
Q3 		$657K Buy
8,555
+54
+0.6% +$3.99K 0.05% 386
2024
Q2 		$590K Buy
8,501
+847
+11% +$59.5K 0.05% 349
2024
Q1 		$543K Sell
7,654
-943
-11% -$65.6K 0.06% 327
2023
Q4 		$596K Buy
+8,597
New +$570K 0.07% 303
2023
Q3 		– Sell
-5,736
Closed -$387K – 443
2023
Q2 		$387K Buy
+5,736
New +$396K 0.12% 167

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

Kingswood Wealth Advisors's EFAV Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5.7% in Q2 2026, selling an estimated $17.3K and leaving 3,151 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #814.

Kingswood Wealth Advisors first reported a position in EFAV in Q2 2023 and has held it in 12 quarters since. The position peaked at $823K in Q4 2024. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Kingswood Wealth Advisors held 3,151 shares of iShares MSCI EAFE Min Vol Factor ETF worth $276K as of Q2 2026.
  • Kingswood Wealth Advisors sold 191 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $17.3K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #814 holding.
  • Kingswood Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $823K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.