Mount Yale Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Mount Yale Investment Advisors’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	$206K	Buy	+2,256	New	+$204K	﹤0.01%	1047

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 $424B AUM 22.96% 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

Mount Yale Investment Advisors's EFAV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026: 2,256 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1047 among its holdings.

540 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Mount Yale Investment Advisors held 2,256 shares of iShares MSCI EAFE Min Vol Factor ETF worth $206K as of Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1047 holding.
540 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.