Matthew Hamilton Rosenberg’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Matthew Hamilton Rosenberg’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	$4.65K	Hold	53	–	–	﹤0.01%	698
2026 Q1	$4.84K	Hold	53	–	–	﹤0.01%	684
2025 Q4	$4.57K	Hold	53	–	–	﹤0.01%	694
2025 Q3	$4.5K	Hold	53	–	–	﹤0.01%	702
2025 Q2	$4.46K	Hold	53	–	–	﹤0.01%	734
2025 Q1	$4.13K	Hold	53	–	–	﹤0.01%	720
2024 Q4	$3.75K	Hold	53	–	–	﹤0.01%	716
2024 Q3	$4.07K	Hold	53	–	–	﹤0.01%	709
2024 Q2	$3.67K	Hold	53	–	–	﹤0.01%	680
2024 Q1	$3.74K	Hold	53	–	–	﹤0.01%	718
2023 Q4	$3.67K	Hold	53	–	–	﹤0.01%	728
2023 Q3	$3.46K	Hold	53	–	–	﹤0.01%	718
2023 Q2	$3.58K	Hold	53	–	–	﹤0.01%	716
2023 Q1	$3.58K	Hold	53	–	–	﹤0.01%	757
2022 Q4	$3.37K	Buy	+53	New	+$3.24K	﹤0.01%	748

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

Matthew Hamilton Rosenberg's EFAV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 53 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Matthew Hamilton Rosenberg first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.84K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Matthew Hamilton Rosenberg held 53 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.65K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #698 holding.
Matthew Hamilton Rosenberg first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Matthew Hamilton Rosenberg's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.84K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.