MWM
EFAV icon

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

MorganRosel 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 		$2.7M Buy
30,830
+2,988
+11% +$271K 0.91% 33
2026
Q1 		$2.54M Sell
27,842
-15,630
-36% -$1.41M 1% 30
2025
Q4 		$3.75M Buy
43,472
+2,646
+6% +$226K 0.94% 26
2025
Q3 		$3.46M Buy
40,826
+440
+1% +$37.1K 0.9% 26
2025
Q2 		$3.39M Sell
40,386
-964
-2% -$78.9K 0.93% 26
2025
Q1 		$3.22M Sell
41,350
-70
-0.2% -$5.23K 0.98% 25
2024
Q4 		$2.93M Buy
41,420
+1,481
+4% +$109K 0.96% 24
2024
Q3 		$3.06M Buy
39,939
+918
+2% +$67.8K 1.01% 23
2024
Q2 		$2.71M Buy
39,021
+576
+1% +$40.4K 0.96% 23
2024
Q1 		$2.72M Sell
38,445
-2,346
-6% -$163K 0.97% 23
2023
Q4 		$2.83M Buy
40,791
+1,457
+4% +$96.6K 1.09% 19
2023
Q3 		$2.57M Sell
39,334
-85
-0.2% -$5.71K 1.07% 21
2023
Q2 		$2.66M Sell
39,419
-153
-0.4% -$10.6K 1.09% 21
2023
Q1 		$2.68M Sell
39,572
-632
-2% -$41.6K 1.14% 19
2022
Q4 		$2.56M Buy
40,204
+1,215
+3% +$74.2K 1.18% 18
2022
Q3 		$2.22M Buy
38,989
+1,053
+3% +$66K 1.12% 18
2022
Q2 		$2.4M Sell
37,936
-8,914
-19% -$599K 1.29% 19
2022
Q1 		$3.38M Buy
46,850
+3,572
+8% +$259K 1.64% 14
2021
Q4 		$3.32M Sell
43,278
-113
-0.3% -$8.61K 1.62% 16
2021
Q3 		$3.27M Buy
43,391
+1,179
+3% +$91.6K 1.78% 15
2021
Q2 		$3.19M Buy
42,212
+1,238
+3% +$93.3K 1.79% 15
2021
Q1 		$2.99M Sell
40,974
-6,888
-14% -$505K 1.88% 15
2020
Q4 		$3.51M Buy
47,862
+177
+0.4% +$12.5K 2.47% 11
2020
Q3 		$3.25M Buy
47,685
+152
+0.3% +$10.3K 2.61% 11
2020
Q2 		$3.14M Sell
47,533
-4,540
-9% -$295K 2.9% 9
2020
Q1 		$3.23M Buy
52,073
+562
+1% +$39.5K 3.68% 7
2019
Q4 		$3.84M Buy
51,511
+311
+0.6% +$23.2K 2.92% 12
2019
Q3 		$3.75M Sell
51,200
-3,677
-7% -$266K 3.08% 11
2019
Q2 		$3.99M Buy
54,877
+217
+0.4% +$15.6K 3.28% 9
2019
Q1 		$3.94M Sell
54,660
-1,604
-3% -$112K 3.34% 10
2018
Q4 		$3.75M Buy
+56,264
New +$3.87M 3.88% 7

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

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

MorganRosel Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 11% in Q2 2026, buying an estimated $271K and bringing the position to 30,830 shares worth $2.7M. The position accounts for 0.91% of the portfolio, ranked #33.

MorganRosel Wealth Management first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.99M in Q2 2019. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • MorganRosel Wealth Management held 30,830 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.7M as of Q2 2026.
  • MorganRosel Wealth Management bought 2,988 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $271K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.91% of MorganRosel Wealth Management's portfolio in Q2 2026, its #33 holding.
  • MorganRosel Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • MorganRosel Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.99M in Q2 2019.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.