Millstone Evans Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Millstone Evans Group’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	$11.2K	Hold	128	–	–	0.01%	578
2026 Q1	$11.7K	Hold	128	–	–	0.01%	554
2025 Q4	$11K	Hold	128	–	–	0.01%	534
2025 Q3	$10.9K	Hold	128	–	–	0.01%	523
2025 Q2	$10.8K	Hold	128	–	–	0.01%	517
2025 Q1	$9.97K	Hold	128	–	–	0.01%	523
2024 Q4	$9.05K	Buy	+128	New	+$9.42K	0.01%	507

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

Millstone Evans Group's EFAV Position: Q2 2026 in Review

Millstone Evans Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 128 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #578.

Millstone Evans Group first reported a position in EFAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Millstone Evans Group held 128 shares of iShares MSCI EAFE Min Vol Factor ETF worth $11.2K as of Q2 2026.
Millstone Evans Group 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 Millstone Evans Group's portfolio in Q2 2026, its #578 holding.
Millstone Evans Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11.7K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.