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Nalls Sherbakoff Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Nalls Sherbakoff Group’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 		$8.77K Sell
100
-67
-40% -$6.08K 0.01% 282
2026
Q1 		$15.3K Hold
167
– – 0.01% 279
2025
Q4 		$14.4K Buy
167
+1
+0.6% +$85 0.01% 301
2025
Q3 		$14.1K Hold
166
– – 0.01% 303
2025
Q2 		$14K Sell
166
-49
-23% -$4.01K 0.01% 303
2025
Q1 		$16.8K Buy
+215
New +$16.1K 0.01% 262
2023
Q4 		$28.6K Buy
413
+1
+0.2% +$66 0.03% 208
2023
Q3 		$26.9K Buy
412
+1
+0.2% +$67 0.03% 202
2023
Q2 		$27.7K Hold
411
– – 0.03% 201
2023
Q1 		$27.7K Buy
+411
New +$27.1K 0.03% 208
2018
Q4 		$227K Buy
+3,405
New +$234K 0.36% 47

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 22.9% 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

Nalls Sherbakoff Group's EFAV Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 40% in Q2 2026, selling an estimated $6.08K and leaving 100 shares worth $8.77K. The position accounts for 0.01% of the portfolio, ranked #282.

Nalls Sherbakoff Group first reported a position in EFAV in Q4 2018 and has held it in 11 quarters since. The position peaked at $227K in Q4 2018. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Nalls Sherbakoff Group held 100 shares of iShares MSCI EAFE Min Vol Factor ETF worth $8.77K as of Q2 2026.
  • Nalls Sherbakoff Group sold 67 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.08K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #282 holding.
  • Nalls Sherbakoff Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $227K in Q4 2018.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.