LCM
EFAV icon

Logan Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Logan Capital Management’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 		$6.08K Buy
+69
New +$6.26K ﹤0.01% 370
2025
Q4 		– Sell
-67
Closed -$5.7K – 319
2025
Q3 		$5.7K Hold
67
– – ﹤0.01% 375
2025
Q2 		$5.64K Buy
67
+1
+2% +$82 ﹤0.01% 370
2025
Q1 		$5.13K Hold
66
– – ﹤0.01% 458
2024
Q4 		$4.66K Buy
66
+1
+2% +$74 ﹤0.01% 434
2024
Q3 		$4.99K Hold
65
– – ﹤0.01% 427
2024
Q2 		$4.51K Buy
65
+1
+2% +$70 ﹤0.01% 412
2024
Q1 		$4.52K Hold
64
– – ﹤0.01% 419
2023
Q4 		$4.42K Buy
+64
New +$4.24K ﹤0.01% 436

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

Logan Capital Management's EFAV Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 69 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in EFAV as recently as Q3 2025.

Logan Capital Management first reported a position in EFAV in Q4 2023 and has held it in 9 quarters since. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Logan Capital Management held 69 shares of iShares MSCI EAFE Min Vol Factor ETF worth $6.08K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Logan Capital Management position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #370 holding.
  • Logan Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 9 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.