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

Moulton 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 		$632K Buy
+7,247
New +$658K 0.42% 49
2025
Q4 		– Sell
-12,090
Closed -$1.03M – 43
2025
Q3 		$1.03M Sell
12,090
-43,035
-78% -$3.63M 0.75% 34
2025
Q2 		$4.64M Buy
55,125
+3,288
+6% +$269K 3.5% 9
2025
Q1 		$4.04M Buy
+51,837
New +$3.87M 3.08% 9

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

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

Moulton Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 7,247 shares worth $632K. The stake represents 0.42% of the portfolio and ranks #49 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in EFAV as recently as Q3 2025.

Moulton Wealth Management first reported a position in EFAV in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.64M in Q2 2025. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Moulton Wealth Management held 7,247 shares of iShares MSCI EAFE Min Vol Factor ETF worth $632K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Moulton Wealth Management position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.42% of Moulton Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Moulton Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • Moulton Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.64M in Q2 2025.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.