NewEdge Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.08M | Sell |
57,970
-6,789
| -10% | -$616K | 0.02% | 775 |
|
|
2026
Q1 | $5.92M | Sell |
64,759
-3,902
| -6% | -$352K | 0.02% | 627 |
|
|
2025
Q4 | $5.92M | Buy |
68,661
+2,078
| +3% | +$178K | 0.02% | 597 |
|
|
2025
Q3 | $5.65M | Buy |
66,583
+3,649
| +6% | +$308K | 0.03% | 576 |
|
|
2025
Q2 | $5.29M | Buy |
62,934
+2,948
| +5% | +$241K | 0.03% | 550 |
|
|
2025
Q1 | $4.67M | Sell |
59,986
-491
| -0.8% | -$36.7K | 0.03% | 527 |
|
|
2024
Q4 | $4.28M | Sell |
60,477
-4,596
| -7% | -$338K | 0.03% | 551 |
|
|
2024
Q3 | $4.99M | Buy |
65,073
+5,978
| +10% | +$442K | 0.03% | 470 |
|
|
2024
Q2 | $4.1M | Sell |
59,095
-35
| -0.1% | -$2.46K | 0.03% | 514 |
|
|
2024
Q1 | $4.19M | Sell |
59,130
-4,688
| -7% | -$326K | 0.04% | 441 |
|
|
2023
Q4 | $4.41M | Buy |
63,818
+2,981
| +5% | +$198K | 0.04% | 392 |
|
|
2023
Q3 | $3.97M | Buy |
60,837
+1,579
| +3% | +$106K | 0.04% | 379 |
|
|
2023
Q2 | $4M | Buy |
59,258
+4,691
| +9% | +$323K | 0.05% | 377 |
|
|
2023
Q1 | $3.82M | Sell |
54,567
-5,482
| -9% | -$361K | 0.05% | 350 |
|
|
2022
Q4 | $3.66M | Buy |
60,049
+19,354
| +48% | +$1.18M | 0.1% | 223 |
|
|
2022
Q3 | $2.32M | Sell |
40,695
-1,354
| -3% | -$84.9K | 0.04% | 389 |
|
|
2022
Q2 | $2.66M | Sell |
42,049
-12,425
| -23% | -$835K | 0.04% | 367 |
|
|
2022
Q1 | $3.93M | Sell |
54,474
-14,879
| -21% | -$1.08M | 0.06% | 283 |
|
|
2021
Q4 | $5.32M | Buy |
69,353
+57,521
| +486% | +$4.38M | 0.08% | 234 |
|
|
2021
Q3 | $891K | Buy |
11,832
+203
| +2% | +$15.8K | 0.02% | 559 |
|
|
2021
Q2 | $879K | Sell |
11,629
-56,561
| -83% | -$4.26M | 0.02% | 537 |
|
|
2021
Q1 | $4.98M | Buy |
68,190
+14,270
| +26% | +$1.05M | 0.15% | 147 |
|
|
2020
Q4 | $3.96M | Buy |
53,920
+2,989
| +6% | +$211K | 0.13% | 166 |
|
|
2020
Q3 | $3.47M | Buy |
50,931
+20,560
| +68% | +$1.4M | 0.12% | 172 |
|
|
2020
Q2 | $2.01M | Sell |
30,371
-97,260
| -76% | -$6.31M | 0.08% | 225 |
|
|
2020
Q1 | $7.92M | Buy |
127,631
+99,751
| +358% | +$7.01M | 0.38% | 71 |
|
|
2019
Q4 | $2.08M | Buy |
27,880
+10,494
| +60% | +$782K | 0.08% | 238 |
|
|
2019
Q3 | $1.27M | Buy |
17,386
+5,586
| +47% | +$404K | 0.06% | 301 |
|
|
2019
Q2 | $857K | Buy |
11,800
+4,091
| +53% | +$294K | 0.05% | 293 |
|
|
2019
Q1 | $555K | Sell |
7,709
-3,435
| -31% | -$241K | 0.04% | 375 |
|
|
2018
Q4 | $743 | Buy |
+11,144
| New | +$766K | 0.05% | 296 |
|
|
2017
Q3 | – | Sell |
-471
| Closed | -$32.3K | – | 571 |
|
|
2017
Q2 | $32.3K | Buy |
+471
| New | +$32.5K | 0.01% | 613 |
|
Other funds holding EFAV
WBG
SAM
NewEdge Advisors's EFAV Position: Q2 2026 in Review
NewEdge Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 10% in Q2 2026, selling an estimated $616K and leaving 57,970 shares worth $5.08M. The position accounts for 0.02% of the portfolio, ranked #775.
NewEdge Advisors first reported a position in EFAV in Q2 2017 and has held it in 32 quarters since. The position peaked at $7.92M in Q1 2020. 460 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.
- NewEdge Advisors held 57,970 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.08M as of Q2 2026.
- NewEdge Advisors sold 6,789 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $616K.
- iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #775 holding.
- NewEdge Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and has held it in 32 quarters since.
- NewEdge Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.92M in Q1 2020.
- 460 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.