LPL Financial
EFAV icon

LPL Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

LPL Financial’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 		$86.6M Buy
948,326
+50,752
+6% +$4.58M 0.02% 653
2025
Q4 		$77.4M Sell
897,574
-87,988
-9% -$7.52M 0.02% 664
2025
Q3 		$83.6M Sell
985,562
-10,891
-1% -$919K 0.02% 598
2025
Q2 		$83.8M Buy
996,453
+138,420
+16% +$11.3M 0.03% 548
2025
Q1 		$66.9M Sell
858,033
-82,891
-9% -$6.19M 0.03% 568
2024
Q4 		$66.5M Sell
940,924
-44,632
-5% -$3.28M 0.03% 531
2024
Q3 		$75.6M Buy
985,556
+156,376
+19% +$11.5M 0.03% 462
2024
Q2 		$57.5M Sell
829,180
-29,535
-3% -$2.07M 0.03% 510
2024
Q1 		$60.9M Sell
858,715
-40,323
-4% -$2.81M 0.03% 479
2023
Q4 		$62.3M Sell
899,038
-27,740
-3% -$1.84M 0.04% 428
2023
Q3 		$60.4M Buy
926,778
+18,318
+2% +$1.23M 0.04% 400
2023
Q2 		$61.3M Buy
908,460
+16,399
+2% +$1.13M 0.04% 384
2023
Q1 		$60.3M Sell
892,061
-108,110
-11% -$7.12M 0.05% 369
2022
Q4 		$63.6M Sell
1,000,171
-119,476
-11% -$7.3M 0.05% 329
2022
Q3 		$63.8M Sell
1,119,647
-59,415
-5% -$3.73M 0.06% 288
2022
Q2 		$74.6M Sell
1,179,062
-87,919
-7% -$5.91M 0.07% 258
2022
Q1 		$91.4M Buy
1,266,981
+9,411
+0.7% +$683K 0.08% 238
2021
Q4 		$96.5M Buy
1,257,570
+2,892
+0.2% +$220K 0.08% 226
2021
Q3 		$94.5M Buy
1,254,678
+29,810
+2% +$2.31M 0.09% 217
2021
Q2 		$92.5M Sell
1,224,868
-75,072
-6% -$5.66M 0.09% 203
2021
Q1 		$94.9M Sell
1,299,940
-225,591
-15% -$16.6M 0.11% 176
2020
Q4 		$112M Sell
1,525,531
-71,745
-4% -$5.05M 0.15% 132
2020
Q3 		$109M Sell
1,597,276
-97,071
-6% -$6.61M 0.17% 119
2020
Q2 		$112M Sell
1,694,347
-209,579
-11% -$13.6M 0.2% 104
2020
Q1 		$118M Sell
1,903,926
-11,004
-0.6% -$773K 0.25% 77
2019
Q4 		$143M Buy
1,914,930
+33,448
+2% +$2.49M 0.26% 75
2019
Q3 		$138M Buy
1,881,482
+86,574
+5% +$6.27M 0.28% 71
2019
Q2 		$130M Sell
1,794,908
-343,267
-16% -$24.7M 0.28% 69
2019
Q1 		$154M Buy
2,138,175
+145,588
+7% +$10.2M 0.35% 53
2018
Q4 		$133M Buy
1,992,587
+18,587
+0.9% +$1.28M 0.35% 54
2018
Q3 		$144M Sell
1,974,000
-6,035
-0.3% -$435K 0.34% 53
2018
Q2 		$141M Sell
1,980,035
-30,680
-2% -$2.26M 0.37% 50
2018
Q1 		$148M Buy
2,010,715
+285,167
+17% +$21M 0.41% 46
2017
Q4 		$126M Buy
1,725,548
+274,698
+19% +$19.8M 0.38% 51
2017
Q3 		$103M Buy
1,450,850
+214,872
+17% +$15.1M 0.36% 55
2017
Q2 		$85.6M Buy
1,235,978
+69,612
+6% +$4.8M 0.32% 64
2017
Q1 		$77.2M Sell
1,166,366
-80,252
-6% -$5.14M 0.53% 31
2016
Q4 		$76.4M Sell
1,246,618
-117,530
-9% -$7.43M 0.58% 26
2016
Q3 		$91.6M Sell
1,364,148
-56,886
-4% -$3.83M 0.87% 12
2016
Q2 		$93.8M Sell
1,421,034
-318,634
-18% -$21.3M 0.79% 17
2016
Q1 		$113M Buy
1,739,668
+158,555
+10% +$10.1M 0.32% 68
2015
Q4 		$101M Buy
1,581,113
+1,089,774
+222% +$71M 0.28% 70
2015
Q3 		$31.6M Buy
491,339
+238,870
+95% +$15.5M 0.17% 122
2015
Q2 		$16.4M Sell
252,469
-188,904
-43% -$12.8M 0.08% 217
2015
Q1 		$29.2M Buy
441,373
+140,592
+47% +$9.1M 0.15% 137
2014
Q4 		$18.6M Buy
300,781
+236,357
+367% +$14.8M 0.1% 188
2014
Q3 		$4M Sell
64,424
-426,496
-87% -$27.7M 0.02% 550
2014
Q2 		$32.1M Buy
490,920
+94,578
+24% +$6.12M 0.19% 115
2014
Q1 		$24.9M Buy
396,342
+333,986
+536% +$20.5M 0.15% 141
2013
Q4 		$3.84M Buy
62,356
+18,995
+44% +$1.16M 0.02% 527
2013
Q3 		$2.64M Buy
43,361
+14,087
+48% +$836K 0.02% 652
2013
Q2 		$1.67M Buy
+29,274
New +$1.75M 0.01% 812

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.53B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's EFAV Position: Q1 2026 in Review

LPL Financial increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5.7% in Q1 2026, buying an estimated $4.58M and bringing the position to 948,326 shares worth $86.6M. The position accounts for 0.02% of the portfolio, ranked #653.

LPL Financial first reported a position in EFAV in Q2 2013 and has held it in 52 quarters since. The position peaked at $154M in Q1 2019. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • LPL Financial held 948,326 shares of iShares MSCI EAFE Min Vol Factor ETF worth $86.6M as of Q1 2026.
  • LPL Financial bought 50,752 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $4.58M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #653 holding.
  • LPL Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $154M in Q1 2019.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.