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EFAV icon

NewEdge Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

NewEdge 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
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 		$743K 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

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

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. 532 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.
  • 532 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.