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Legacy Wealth Management (Idaho)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-6
Closed -$549 – 406
2026
Q1 		$549 Hold
6
– – ﹤0.01% 932
2025
Q4 		$518 Hold
6
– – ﹤0.01% 821
2025
Q3 		$509 Hold
6
– – ﹤0.01% 677
2025
Q2 		$505 Hold
6
– – ﹤0.01% 653
2025
Q1 		$468 Hold
6
– – ﹤0.01% 706
2024
Q4 		$440 Buy
+6
New +$442 ﹤0.01% 676

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

Legacy Wealth Management (Idaho)'s EFAV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 6 shares — an estimated $549 sold.

Legacy Wealth Management (Idaho) first reported a position in EFAV in Q4 2024 and held it in 6 quarters. The position peaked at $549 in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 6 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $549.
  • Legacy Wealth Management (Idaho) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $549 in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.