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Legacy Investment Solutions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$505 Buy
+6
New +$491 ﹤0.01% 653
2024
Q4 		$440 Buy
+6
New +$442 ﹤0.01% 676

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Legacy Investment Solutions's EFAV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2025: 6 shares worth $505. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in EFAV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in EFAV in Q4 2024 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

  • Legacy Investment Solutions held 6 shares of iShares MSCI EAFE Min Vol Factor ETF worth $505 as of Q2 2025.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #653 holding.
  • Legacy Investment Solutions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 2 quarters since.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.