Lido Advisors
EFAV icon

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

Lido 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 		$1.11M Sell
12,608
-169
-1% -$15.3K ﹤0.01% 1047
2026
Q1 		$1.17M Buy
12,777
+126
+1% +$11.4K ﹤0.01% 904
2025
Q4 		$1.07M Hold
12,651
– – ﹤0.01% 977
2025
Q3 		$1.07M Sell
12,651
-205
-2% -$17.3K ﹤0.01% 929
2025
Q2 		$1.08M Sell
12,856
-846
-6% -$69.2K ﹤0.01% 809
2025
Q1 		$1.07M Buy
13,702
+376
+3% +$28.1K ﹤0.01% 752
2024
Q4 		$942K Buy
13,326
+815
+7% +$60K ﹤0.01% 785
2024
Q3 		$960K Buy
12,511
+100
+0.8% +$7.39K ﹤0.01% 723
2024
Q2 		$861K Buy
12,411
+60
+0.5% +$4.21K ﹤0.01% 718
2024
Q1 		$875K Buy
12,351
+522
+4% +$36.3K 0.01% 708
2023
Q4 		$820K Buy
11,829
+2,155
+22% +$143K 0.01% 683
2023
Q3 		$631K Buy
9,674
+1,008
+12% +$67.7K ﹤0.01% 681
2023
Q2 		$585K Buy
8,666
+2,006
+30% +$138K ﹤0.01% 686
2023
Q1 		$451K Buy
+6,660
New +$438K ﹤0.01% 713
2020
Q1 		– Sell
-6,177
Closed -$460K – 608
2019
Q4 		$460K Buy
6,177
+27
+0.4% +$2.01K 0.02% 407
2019
Q3 		$451K Buy
6,150
+882
+17% +$63.9K 0.02% 357
2019
Q2 		$382K Sell
5,268
-939
-15% -$67.5K 0.02% 365
2019
Q1 		$446K Buy
+6,207
New +$435K 0.03% 307

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

Lido Advisors's EFAV Position: Q2 2026 in Review

Lido Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.3% in Q2 2026, selling an estimated $15.3K and leaving 12,608 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Lido Advisors first reported a position in EFAV in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Lido Advisors held 12,608 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.11M as of Q2 2026.
  • Lido Advisors sold 169 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $15.3K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1047 holding.
  • Lido Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 18 quarters since.
  • Lido Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.17M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.