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Laurel Wealth Advisors (North Carolina)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-188
Closed -$16.2K – 318
2025
Q4 		$16.2K Buy
+188
New +$16.1K ﹤0.01% 438
2025
Q2 		– Sell
-188
Closed -$14.6K – 320
2025
Q1 		$14.6K Sell
188
-443
-70% -$33.1K ﹤0.01% 437
2024
Q4 		$44.6K Hold
631
– – 0.01% 326
2024
Q3 		$48.4K Buy
631
+388
+160% +$28.7K 0.01% 317
2024
Q2 		$16.9K Hold
243
– – ﹤0.01% 386
2024
Q1 		$17.2K Buy
+243
New +$16.9K ﹤0.01% 393
2019
Q3 		– Sell
-170
Closed -$12K – 519
2019
Q2 		$12K Buy
+170
New +$12.2K ﹤0.01% 358

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 22.9% 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

Laurel Wealth Advisors (North Carolina)'s EFAV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 188 shares — an estimated $16.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EFAV in Q2 2019 and held it in 7 quarters. The position peaked at $48.4K in Q3 2024. 544 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 188 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $16.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $48.4K in Q3 2024.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.