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

MONECO 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 		$1.35M Buy
15,357
+2,606
+20% +$236K 0.08% 223
2026
Q1 		$1.17M Buy
12,751
+828
+7% +$74.8K 0.09% 197
2025
Q4 		$1.03M Buy
11,923
+390
+3% +$33.3K 0.08% 208
2025
Q3 		$978K Sell
11,533
-723
-6% -$61K 0.08% 209
2025
Q2 		$1.03M Buy
12,256
+1,733
+16% +$142K 0.1% 188
2025
Q1 		$820K Buy
10,523
+2,713
+35% +$203K 0.08% 200
2024
Q4 		$552K Buy
7,810
+402
+5% +$29.6K 0.06% 259
2024
Q3 		$568K Sell
7,408
-285
-4% -$21K 0.07% 236
2024
Q2 		$534K Sell
7,693
-743
-9% -$52.2K 0.08% 226
2024
Q1 		$598K Sell
8,436
-190
-2% -$13.2K 0.09% 218
2023
Q4 		$598K Sell
8,626
-641
-7% -$42.5K 0.11% 194
2023
Q3 		$604K Sell
9,267
-3,273
-26% -$220K 0.16% 148
2023
Q2 		$846K Buy
12,540
+65
+0.5% +$4.48K 0.23% 112
2023
Q1 		$844K Sell
12,475
-520
-4% -$34.2K 0.25% 104
2022
Q4 		$826K Sell
12,995
-1,061
-8% -$64.8K 0.3% 86
2022
Q3 		$801K Sell
14,056
-1,327
-9% -$83.2K 0.32% 77
2022
Q2 		$974K Sell
15,383
-701
-4% -$47.1K 0.38% 70
2022
Q1 		$1.16M Sell
16,084
-615
-4% -$44.6K 0.43% 52
2021
Q4 		$1.22M Buy
16,699
+798
+5% +$60.8K 0.46% 52
2021
Q3 		$1.2M Buy
15,901
+6,844
+76% +$531K 0.47% 52
2021
Q2 		$684K Buy
9,057
+873
+11% +$65.8K 0.31% 79
2021
Q1 		$597K Buy
8,184
+1,542
+23% +$113K 0.29% 85
2020
Q4 		$492K Buy
6,642
+1,274
+24% +$89.8K 0.27% 83
2020
Q3 		$366K Sell
5,368
-54
-1% -$3.68K 0.23% 98
2020
Q2 		$358K Sell
5,422
-4,247
-44% -$276K 0.28% 88
2020
Q1 		$600K Sell
9,669
-340
-3% -$23.9K 0.61% 44
2019
Q4 		$758K Buy
10,009
+1,055
+12% +$78.6K 0.54% 47
2019
Q3 		$656K Sell
8,954
-10
-0.1% -$724 0.51% 43
2019
Q2 		$651K Buy
8,964
+494
+6% +$35.5K 0.52% 45
2019
Q1 		$610K Hold
8,470
– – 0.49% 46
2018
Q4 		$565K Buy
+8,470
New +$582K 0.66% 36

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

MONECO Advisors's EFAV Position: Q2 2026 in Review

MONECO Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 20% in Q2 2026, buying an estimated $236K and bringing the position to 15,357 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #223.

MONECO Advisors first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • MONECO Advisors held 15,357 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.35M as of Q2 2026.
  • MONECO Advisors bought 2,606 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $236K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of MONECO Advisors's portfolio in Q2 2026, its #223 holding.
  • MONECO Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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