MassMutual Private Wealth & Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-308	Closed	-$26.6K	–	2421
2025 Q4	$26.6K	Sell	308 -126	-29%	-$10.8K	﹤0.01%	1006
2025 Q3	$36.8K	Buy	+434	New	+$36.6K	﹤0.01%	895
2024 Q4	–	Sell	-876	Closed	-$67.2K	–	2316
2024 Q3	$67.2K	Hold	876	–	–	﹤0.01%	596
2024 Q2	$60.8K	Hold	876	–	–	﹤0.01%	609
2024 Q1	$62.1K	Hold	876	–	–	﹤0.01%	573
2023 Q4	$60.8K	Hold	876	–	–	﹤0.01%	556
2023 Q3	$57.2K	Sell	876 -16	-2%	-$1.07K	﹤0.01%	555
2023 Q2	$60.2K	Sell	892 -20	-2%	-$1.38K	﹤0.01%	507
2023 Q1	$61.7K	Buy	912 +36	+4%	+$2.37K	﹤0.01%	486
2022 Q4	$56K	Hold	876	–	–	﹤0.01%	468
2022 Q3	$50K	Hold	876	–	–	﹤0.01%	465
2022 Q2	$55K	Buy	+876	New	+$58.9K	﹤0.01%	456
2016 Q2	$166K	Buy	+2,500	New	+$167K	0.02%	328

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's EFAV Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 308 shares — an estimated $26.6K sold.

MassMutual Private Wealth & Trust first reported a position in EFAV in Q2 2016 and held it in 13 quarters. The position peaked at $166K in Q2 2016. 544 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 308 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $26.6K.
MassMutual Private Wealth & Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 13 quarters.
MassMutual Private Wealth & Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $166K in Q2 2016.
544 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.