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Larson Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Larson Financial Group’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 		$48K Sell
547
-1
-0.2% -$91 ﹤0.01% 1535
2026
Q1 		$50K Sell
548
-273
-33% -$24.7K ﹤0.01% 1350
2025
Q4 		$70.8K Sell
821
-61
-7% -$5.21K ﹤0.01% 1070
2025
Q3 		$74.8K Buy
882
+259
+42% +$21.9K ﹤0.01% 1011
2025
Q2 		$52.4K Sell
623
-339
-35% -$27.7K ﹤0.01% 1053
2025
Q1 		$74.9K Hold
962
– – ﹤0.01% 876
2024
Q4 		$68K Buy
962
+266
+38% +$19.6K ﹤0.01% 811
2024
Q3 		$53.4K Sell
696
-87
-11% -$6.43K ﹤0.01% 887
2024
Q2 		$54.3K Sell
783
-25
-3% -$1.75K ﹤0.01% 791
2024
Q1 		$57.3K Sell
808
-141
-15% -$9.81K ﹤0.01% 658
2023
Q4 		$65.8K Sell
949
-96
-9% -$6.36K 0.01% 577
2023
Q3 		$68.2K Sell
1,045
-43
-4% -$2.89K 0.01% 534
2023
Q2 		$73.5K Sell
1,088
-1,512
-58% -$104K 0.01% 474
2023
Q1 		$176K Buy
2,600
+453
+21% +$29.8K 0.02% 333
2022
Q4 		$137K Buy
2,147
+1,032
+93% +$63K 0.02% 361
2022
Q3 		$64K Hold
1,115
– – 0.01% 419
2022
Q2 		$71K Buy
1,115
+11
+1% +$739 0.01% 299
2022
Q1 		$80K Sell
1,104
-119
-10% -$8.64K 0.01% 304
2021
Q4 		$94K Sell
1,223
-4
-0.3% -$305 0.01% 282
2021
Q3 		$92K Buy
1,227
+50
+4% +$3.88K 0.02% 214
2021
Q2 		$89K Sell
1,177
-64
-5% -$4.82K 0.02% 199
2021
Q1 		$91K Buy
1,241
+62
+5% +$4.55K 0.03% 178
2020
Q4 		$87K Buy
1,179
+399
+51% +$28.1K 0.03% 150
2020
Q3 		$53K Buy
780
+710
+1,014% +$48.3K 0.02% 188
2020
Q2 		$5K Hold
70
– – ﹤0.01% 478
2020
Q1 		$4K Buy
70
+50
+250% +$3.51K ﹤0.01% 386
2019
Q4 		$1K Hold
20
– – ﹤0.01% 500
2019
Q3 		$1K Hold
20
– – ﹤0.01% 478
2019
Q2 		$1K Hold
20
– – ﹤0.01% 431
2019
Q1 		$1K Hold
20
– – ﹤0.01% 426
2018
Q4 		$1K Buy
+20
New +$1.37K ﹤0.01% 401

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

Larson Financial Group's EFAV Position: Q2 2026 in Review

Larson Financial Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.18% in Q2 2026, selling an estimated $91 and leaving 547 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Larson Financial Group first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. The position peaked at $176K in Q1 2023. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Larson Financial Group held 547 shares of iShares MSCI EAFE Min Vol Factor ETF worth $48K as of Q2 2026.
  • Larson Financial Group sold 1 iShares MSCI EAFE Min Vol Factor ETF share in Q2 2026, an estimated $91.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1535 holding.
  • Larson Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $176K in Q1 2023.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.