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Montag & Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Montag & Associates’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 		– Sell
-91
Closed -$8.31K – 964
2026
Q1 		$8.31K Hold
91
– – ﹤0.01% 765
2025
Q4 		$7.85K Hold
91
– – ﹤0.01% 787
2025
Q3 		$7.72K Hold
91
– – ﹤0.01% 785
2025
Q2 		$7.65K Buy
+91
New +$7.45K ﹤0.01% 769

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

Montag & Associates's EFAV Position: Q2 2026 in Review

Montag & Associates sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 91 shares — an estimated $8.31K sold.

Montag & Associates first reported a position in EFAV in Q2 2025 and held it in 4 quarters. The position peaked at $8.31K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Montag & Associates reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 91 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $8.31K.
  • Montag & Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and held it in 4 quarters.
  • Montag & Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.31K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.