Moneta Group Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Moneta Group Investment 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	$305K	Sell	3,476 -50	-1%	-$4.54K	﹤0.01%	692
2026 Q1	$322K	Buy	3,526 +68	+2%	+$6.14K	﹤0.01%	610
2025 Q4	$298K	Buy	3,458 +288	+9%	+$24.6K	﹤0.01%	636
2025 Q3	$269K	Sell	3,170 -355	-10%	-$30K	﹤0.01%	654
2025 Q2	$296K	Sell	3,525 -10	-0.3%	-$818	﹤0.01%	566
2025 Q1	$275K	Buy	+3,535	New	+$264K	﹤0.01%	545

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

Moneta Group Investment Advisors's EFAV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.4% in Q2 2026, selling an estimated $4.54K and leaving 3,476 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Moneta Group Investment Advisors first reported a position in EFAV in Q1 2025 and has held it in 6 quarters since. The position peaked at $322K in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Moneta Group Investment Advisors held 3,476 shares of iShares MSCI EAFE Min Vol Factor ETF worth $305K as of Q2 2026.
Moneta Group Investment Advisors sold 50 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $4.54K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #692 holding.
Moneta Group Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Moneta Group Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $322K in Q1 2026.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.