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

National Wealth Management 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 		$338K Sell
3,857
-176
-4% -$16K 0.1% 156
2026
Q1 		$368K Sell
4,033
-4,597
-53% -$415K 0.14% 145
2025
Q4 		$744K Buy
8,630
+4,057
+89% +$347K 0.26% 91
2025
Q3 		$388K Sell
4,573
-2,479
-35% -$209K 0.15% 157
2025
Q2 		$593K Buy
7,052
+3,749
+114% +$307K 0.33% 72
2025
Q1 		$257K Sell
3,303
-643
-16% -$48K 0.17% 120
2024
Q4 		$279K Sell
3,946
-44
-1% -$3.24K 0.19% 110
2024
Q3 		$306K Sell
3,990
-740
-16% -$54.7K 0.21% 112
2024
Q2 		$328K Sell
4,730
-53
-1% -$3.72K 0.25% 87
2024
Q1 		$339K Sell
4,783
-121
-2% -$8.42K 0.26% 99
2023
Q4 		$340K Buy
4,904
+1,100
+29% +$72.9K 0.33% 92
2023
Q3 		$248K Hold
3,804
– – 0.27% 109
2023
Q2 		$258K Sell
3,804
-3
-0.1% -$207 0.27% 105
2023
Q1 		$268K Sell
3,807
-75
-2% -$4.94K 0.31% 106
2022
Q4 		$247K Buy
3,882
+33
+0.9% +$2.02K 0.3% 109
2022
Q3 		$219K Buy
3,849
+11
+0.3% +$690 0.29% 111
2022
Q2 		$243K Buy
3,838
+958
+33% +$64.4K 0.31% 89
2022
Q1 		$208K Sell
2,880
-440
-13% -$31.9K 0.2% 104
2021
Q4 		$255K Buy
+3,320
New +$253K 0.24% 102

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

National Wealth Management Group's EFAV Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.4% in Q2 2026, selling an estimated $16K and leaving 3,857 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #156.

National Wealth Management Group first reported a position in EFAV in Q4 2021 and has held it in 19 quarters since. The position peaked at $744K in Q4 2025. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • National Wealth Management Group held 3,857 shares of iShares MSCI EAFE Min Vol Factor ETF worth $338K as of Q2 2026.
  • National Wealth Management Group sold 176 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $16K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #156 holding.
  • National Wealth Management Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $744K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.