Mercer Global Advisors
EFAV icon

Mercer Global Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Mercer Global Advisors’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 		$33.5M Sell
381,992
-15,200
-4% -$1.38M 0.04% 242
2026
Q1 		$36.3M Sell
397,192
-47,891
-11% -$4.33M 0.05% 219
2025
Q4 		$38.4M Sell
445,083
-31,592
-7% -$2.7M 0.06% 206
2025
Q3 		$40.4M Sell
476,675
-97,836
-17% -$8.26M 0.07% 172
2025
Q2 		$48.3M Sell
574,511
-58,769
-9% -$4.81M 0.1% 110
2025
Q1 		$49.3M Sell
633,280
-61,869
-9% -$4.62M 0.11% 104
2024
Q4 		$49.2M Sell
695,149
-216,336
-24% -$15.9M 0.12% 97
2024
Q3 		$69.8M Sell
911,485
-117,720
-11% -$8.69M 0.16% 85
2024
Q2 		$71.4M Sell
1,029,205
-310,864
-23% -$21.8M 0.19% 73
2024
Q1 		$95M Sell
1,340,069
-2,662,263
-67% -$185M 0.27% 61
2023
Q4 		$278M Buy
4,002,332
+503,939
+14% +$33.4M 0.83% 26
2023
Q3 		$228M Buy
3,498,393
+506,040
+17% +$34M 0.87% 25
2023
Q2 		$202M Buy
2,992,353
+445,926
+18% +$30.7M 0.8% 28
2023
Q1 		$172M Buy
2,546,427
+389,468
+18% +$25.6M 0.78% 27
2022
Q4 		$137M Buy
2,156,959
+256,226
+13% +$15.7M 0.69% 31
2022
Q3 		$108M Buy
1,900,733
+303,844
+19% +$19.1M 0.64% 32
2022
Q2 		$101M Buy
1,596,889
+173,803
+12% +$11.7M 0.62% 32
2022
Q1 		$103M Buy
1,423,086
+320,837
+29% +$23.3M 0.6% 31
2021
Q4 		$84.6M Buy
1,102,249
+321,060
+41% +$24.5M 0.52% 37
2021
Q3 		$58.9M Buy
781,189
+242,040
+45% +$18.8M 0.41% 47
2021
Q2 		$40.7M Buy
539,149
+51,398
+11% +$3.87M 0.31% 57
2021
Q1 		$35.6M Buy
487,751
+74,854
+18% +$5.49M 0.32% 55
2020
Q4 		$30.3M Buy
412,897
+68,500
+20% +$4.83M 0.38% 43
2020
Q3 		$23.5M Buy
344,397
+98,264
+40% +$6.69M 0.35% 48
2020
Q2 		$16.3M Buy
246,133
+45,415
+23% +$2.95M 0.3% 59
2020
Q1 		$12.5M Buy
200,718
+11,324
+6% +$796K 0.27% 71
2019
Q4 		$14.1M Buy
189,394
+1,170
+0.6% +$87.2K 0.28% 70
2019
Q3 		$13.8M Sell
188,224
-6,594
-3% -$477K 0.32% 67
2019
Q2 		$14.2M Buy
194,818
+120,155
+161% +$8.64M 0.38% 58
2019
Q1 		$5.38M Buy
+74,663
New +$5.23M 0.19% 97

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

Mercer Global Advisors's EFAV Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.8% in Q2 2026, selling an estimated $1.38M and leaving 381,992 shares worth $33.5M. The position accounts for 0.04% of the portfolio, ranked #242.

Mercer Global Advisors first reported a position in EFAV in Q1 2019 and has held it in 30 quarters since. The position peaked at $278M in Q4 2023. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Mercer Global Advisors held 381,992 shares of iShares MSCI EAFE Min Vol Factor ETF worth $33.5M as of Q2 2026.
  • Mercer Global Advisors sold 15,200 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.38M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #242 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $278M in Q4 2023.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.