Morgan Stanley
EFAV icon

Morgan Stanley’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Morgan Stanley’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
Q1 		$226M Buy
2,473,399
+163,297
+7% +$14.8M 0.01% 881
2025
Q4 		$199M Buy
2,310,102
+190,252
+9% +$16.3M 0.01% 947
2025
Q3 		$180M Buy
2,119,850
+28,597
+1% +$2.41M 0.01% 998
2025
Q2 		$176M Buy
2,091,253
+42,093
+2% +$3.44M 0.01% 945
2025
Q1 		$160M Sell
2,049,160
-70,294
-3% -$5.25M 0.01% 972
2024
Q4 		$150M Buy
2,119,454
+15,038
+0.7% +$1.11M 0.01% 983
2024
Q3 		$161M Sell
2,104,416
-41,249
-2% -$3.05M 0.01% 944
2024
Q2 		$149M Sell
2,145,665
-170,654
-7% -$12M 0.01% 936
2024
Q1 		$164M Sell
2,316,319
-2,534,009
-52% -$176M 0.01% 891
2023
Q4 		$336M Buy
4,850,328
+1,437,700
+42% +$95.3M 0.01% 854
2023
Q3 		$223M Sell
3,412,628
-21,222
-0.6% -$1.43M 0.02% 650
2023
Q2 		$232M Sell
3,433,850
-33,869
-1% -$2.34M 0.02% 655
2023
Q1 		$235M Buy
3,467,719
+669,787
+24% +$44.1M 0.03% 630
2022
Q4 		$178M Buy
2,797,932
+224,180
+9% +$13.7M 0.02% 734
2022
Q3 		$147M Buy
2,573,752
+57,839
+2% +$3.63M 0.02% 709
2022
Q2 		$159M Sell
2,515,913
-214,100
-8% -$14.4M 0.02% 690
2022
Q1 		$197M Sell
2,730,013
-104,840
-4% -$7.61M 0.03% 536
2021
Q4 		$218M Sell
2,834,853
-117,707
-4% -$8.97M 0.03% 531
2021
Q3 		$222M Sell
2,952,560
-315,829
-10% -$24.5M 0.03% 495
2021
Q2 		$247M Sell
3,268,389
-353,814
-10% -$26.7M 0.03% 468
2021
Q1 		$264M Sell
3,622,203
-747,185
-17% -$54.8M 0.04% 400
2020
Q4 		$321M Sell
4,369,388
-445,733
-9% -$31.4M 0.05% 328
2020
Q3 		$328M Sell
4,815,121
-200,888
-4% -$13.7M 0.06% 264
2020
Q2 		$331M Sell
5,016,009
-166,407
-3% -$10.8M 0.07% 241
2020
Q1 		$322M Buy
5,182,416
+46,916
+0.9% +$3.3M 0.09% 201
2019
Q4 		$383M Buy
5,135,500
+279,762
+6% +$20.8M 0.09% 215
2019
Q3 		$356M Buy
4,855,738
+69,313
+1% +$5.02M 0.09% 208
2019
Q2 		$348M Buy
4,786,425
+108,910
+2% +$7.83M 0.09% 219
2019
Q1 		$337M Buy
4,677,515
+508,834
+12% +$35.7M 0.1% 217
2018
Q4 		$278M Buy
4,168,681
+1,393,723
+50% +$95.8M 0.08% 243
2018
Q3 		$202M Sell
2,774,958
-66,666
-2% -$4.81M 0.05% 354
2018
Q2 		$202M Buy
2,841,624
+23,835
+0.8% +$1.75M 0.05% 339
2018
Q1 		$208M Buy
2,817,789
+123,893
+5% +$9.14M 0.06% 326
2017
Q4 		$197M Sell
2,693,896
-33,758
-1% -$2.43M 0.05% 351
2017
Q3 		$194M Buy
2,727,654
+180,428
+7% +$12.7M 0.06% 323
2017
Q2 		$176M Buy
2,547,226
+89,346
+4% +$6.16M 0.05% 367
2017
Q1 		$162M Sell
2,457,880
-745,954
-23% -$47.7M 0.05% 384
2016
Q4 		$196M Sell
3,203,834
-1,337,070
-29% -$84.5M 0.06% 314
2016
Q3 		$307M Buy
4,540,904
+65,961
+1% +$4.44M 0.1% 208
2016
Q2 		$297M Buy
4,474,943
+789,469
+21% +$52.8M 0.11% 206
2016
Q1 		$245M Buy
3,685,474
+1,295,119
+54% +$82.4M 0.09% 241
2015
Q4 		$155M Buy
2,390,355
+930,616
+64% +$60.6M 0.06% 353
2015
Q3 		$91.1M Buy
1,459,739
+353,609
+32% +$23M 0.03% 509
2015
Q2 		$72.2M Buy
1,106,130
+173,739
+19% +$11.8M 0.03% 662
2015
Q1 		$61.4M Buy
932,391
+232,215
+33% +$15M 0.02% 728
2014
Q4 		$43.2M Buy
700,176
+145,574
+26% +$9.12M 0.02% 937
2014
Q3 		$34.7M Sell
554,602
-63,336
-10% -$4.11M 0.01% 1027
2014
Q2 		$40.4M Buy
617,938
+59,340
+11% +$3.84M 0.02% 921
2014
Q1 		$35.1M Sell
558,598
-237,296
-30% -$14.5M 0.01% 952
2013
Q4 		$49M Buy
795,894
+27,933
+4% +$1.71M 0.02% 744
2013
Q3 		$46.8M Buy
767,961
+142,185
+23% +$8.44M 0.02% 717
2013
Q2 		$35.8M Buy
+625,776
New +$37.4M 0.02% 804

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's EFAV Position: Q1 2026 in Review

Morgan Stanley increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 7.1% in Q1 2026, buying an estimated $14.8M and bringing the position to 2,473,399 shares worth $226M. The position accounts for 0.01% of the portfolio, ranked #881.

Morgan Stanley first reported a position in EFAV in Q2 2013 and has held it in 52 quarters since. The position peaked at $383M in Q4 2019. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Morgan Stanley held 2,473,399 shares of iShares MSCI EAFE Min Vol Factor ETF worth $226M as of Q1 2026.
  • Morgan Stanley bought 163,297 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $14.8M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #881 holding.
  • Morgan Stanley first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares MSCI EAFE Min Vol Factor ETF position peaked at $383M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.