McNaughton Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

McNaughton Wealth 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	$1.8M	Sell	20,506 -988	-5%	-$89.7K	0.64%	45
2026 Q1	$1.96M	Sell	21,494 -302	-1%	-$27.3K	0.81%	37
2025 Q4	$1.88M	Buy	21,796 +15	+0.1%	+$1.28K	0.77%	36
2025 Q3	$1.85M	Buy	21,781 +405	+2%	+$34.2K	0.78%	36
2025 Q2	$1.8M	Sell	21,376 -68	-0.3%	-$5.57K	0.8%	35
2025 Q1	$1.67M	Sell	21,444 -80,910	-79%	-$6.04M	0.81%	33
2024 Q4	$7.24M	Buy	102,354 +1,006	+1%	+$74K	3.49%	9
2024 Q3	$7.77M	Buy	101,348 +3,160	+3%	+$233K	3.78%	9
2024 Q2	$6.81M	Buy	98,188 +4,021	+4%	+$282K	3.61%	8
2024 Q1	$6.67M	Buy	94,167 +3,323	+4%	+$231K	3.7%	8
2023 Q4	$6.3M	Buy	90,844 +7,598	+9%	+$504K	3.73%	9
2023 Q3	$5.43M	Buy	83,246 +233	+0.3%	+$15.7K	3.61%	9
2023 Q2	$5.6M	Buy	83,013 +2,581	+3%	+$178K	3.59%	9
2023 Q1	$5.44M	Sell	80,432 -397	-0.5%	-$26.1K	3.61%	10
2022 Q4	$5.14M	Buy	80,829 +2,997	+4%	+$183K	3.51%	10
2022 Q3	$4.44M	Buy	77,832 +5,846	+8%	+$367K	3.26%	12
2022 Q2	$4.56M	Buy	71,986 +77	+0.1%	+$5.17K	3.22%	12
2022 Q1	$5.19M	Buy	71,909 +1,769	+3%	+$128K	3.37%	12
2021 Q4	$5.3M	Buy	70,140 +3,063	+5%	+$233K	3.43%	12
2021 Q3	$5.05M	Sell	67,077 -2,301	-3%	-$179K	3.57%	12
2021 Q2	$5.24M	Sell	69,378 -2,197	-3%	-$166K	3.68%	11
2021 Q1	$5.22M	Sell	71,575 -5,427	-7%	-$398K	4%	9
2020 Q4	$5.65M	Sell	77,002 -795	-1%	-$56K	4.52%	7
2020 Q3	$5.3M	Sell	77,797 -2,469	-3%	-$168K	4.64%	6
2020 Q2	$5.3M	Sell	80,266 -3,507	-4%	-$228K	4.91%	7
2020 Q1	$5.2M	Sell	83,773 -1,249	-1%	-$87.8K	5.55%	5
2019 Q4	$6.33M	Buy	+85,022	New	+$6.34M	5.89%	5

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

McNaughton Wealth Management's EFAV Position: Q2 2026 in Review

McNaughton Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.6% in Q2 2026, selling an estimated $89.7K and leaving 20,506 shares worth $1.8M. The position accounts for 0.64% of the portfolio, ranked #45.

McNaughton Wealth Management first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.77M in Q3 2024. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

McNaughton Wealth Management held 20,506 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.8M as of Q2 2026.
McNaughton Wealth Management sold 988 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $89.7K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.64% of McNaughton Wealth Management's portfolio in Q2 2026, its #45 holding.
McNaughton Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
McNaughton Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.77M in Q3 2024.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.