Mosaic Family Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Mosaic Family Wealth Partners’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	$757K	Sell	8,280 -1,454	-15%	-$131K	0.08%	136
2025 Q4	$840K	Sell	9,734 -216	-2%	-$18.5K	0.09%	107
2025 Q3	$839K	Hold	9,950	–	–	0.1%	96
2025 Q2	$836K	Buy	9,950 +23	+0.2%	+$1.88K	0.11%	94
2025 Q1	$774K	Hold	9,927	–	–	0.11%	95
2024 Q4	$702K	Buy	9,927 +14	+0.1%	+$1.03K	0.1%	98
2024 Q3	$760K	Sell	9,913 -666	-6%	-$49.2K	0.11%	90
2024 Q2	$734K	Sell	10,579 -445	-4%	-$31.2K	0.12%	92
2024 Q1	$781K	Buy	11,024 +791	+8%	+$55K	0.13%	88
2023 Q4	$710K	Sell	10,233 -1,148	-10%	-$76.1K	0.12%	93
2023 Q3	$742K	Hold	11,381	–	–	0.15%	86
2023 Q2	$768K	Sell	11,381 -530	-4%	-$36.5K	0.15%	86
2023 Q1	$806K	Buy	11,911 +3,718	+45%	+$245K	0.17%	76
2022 Q4	$521K	Buy	+8,193	New	+$501K	0.15%	98

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Mosaic Family Wealth Partners's EFAV Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 15% in Q1 2026, selling an estimated $131K and leaving 8,280 shares worth $757K. The position accounts for 0.08% of the portfolio, ranked #136.

Mosaic Family Wealth Partners first reported a position in EFAV in Q4 2022 and has held it in 14 quarters since. The position peaked at $840K in Q4 2025. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Mosaic Family Wealth Partners held 8,280 shares of iShares MSCI EAFE Min Vol Factor ETF worth $757K as of Q1 2026.
Mosaic Family Wealth Partners sold 1,454 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $131K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #136 holding.
Mosaic Family Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $840K in Q4 2025.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.