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Midwest Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Midwest 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 		$275K Sell
3,015
-308
-9% -$27.8K ﹤0.01% 526
2025
Q4 		$287K Buy
+3,323
New +$284K ﹤0.01% 518

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Midwest Trust's EFAV Position: Q1 2026 in Review

Midwest Trust reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 9.3% in Q1 2026, selling an estimated $27.8K and leaving 3,015 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Midwest Trust first reported a position in EFAV in Q4 2025 and has held it in 2 quarters since. The position peaked at $287K in Q4 2025. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Midwest Trust held 3,015 shares of iShares MSCI EAFE Min Vol Factor ETF worth $275K as of Q1 2026.
  • Midwest Trust sold 308 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $27.8K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #526 holding.
  • Midwest Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Midwest Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $287K in Q4 2025.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.