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

Mission 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	$377K	Buy	4,293 +1,611	+60%	+$146K	﹤0.01%	782
2026 Q1	$245K	Sell	2,682 -47	-2%	-$4.25K	0.01%	662
2025 Q4	$235K	Hold	2,729	–	–	﹤0.01%	655
2025 Q3	$232K	Sell	2,729 -26	-0.9%	-$2.19K	﹤0.01%	641
2025 Q2	$232K	Buy	2,755 +24	+0.9%	+$1.96K	0.01%	628
2025 Q1	$213K	Buy	+2,731	New	+$204K	0.01%	630
2022 Q1	–	Sell	-3,279	Closed	-$252K	–	543
2021 Q4	$252K	Sell	3,279 -289	-8%	-$22K	0.01%	470
2021 Q3	$269K	Buy	3,568 +559	+19%	+$43.4K	0.01%	436
2021 Q2	$227K	Buy	+3,009	New	+$227K	0.01%	449
2019 Q3	–	Sell	-3,000	Closed	-$218K	–	325
2019 Q2	$218K	Buy	+3,000	New	+$216K	0.02%	290

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

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

Mission Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 60% in Q2 2026, buying an estimated $146K and bringing the position to 4,293 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Mission Wealth Management first reported a position in EFAV in Q2 2019 and has held it in 10 quarters since. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Mission Wealth Management held 4,293 shares of iShares MSCI EAFE Min Vol Factor ETF worth $377K as of Q2 2026.
Mission Wealth Management bought 1,611 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $146K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #782 holding.
Mission Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and has held it in 10 quarters since.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.