Northwestern Mutual Wealth Management
EFAV icon

Northwestern Mutual Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Northwestern Mutual Wealth Management’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 		$109M Buy
1,195,141
+39,614
+3% +$3.58M 0.07% 149
2025
Q4 		$99.7M Sell
1,155,527
-35,782
-3% -$3.06M 0.06% 156
2025
Q3 		$101M Sell
1,191,309
-52,501
-4% -$4.43M 0.07% 147
2025
Q2 		$105M Buy
1,243,810
+13,404
+1% +$1.1M 0.08% 126
2025
Q1 		$95.9M Sell
1,230,406
-39,230
-3% -$2.93M 0.08% 118
2024
Q4 		$89.8M Sell
1,269,636
-62,616
-5% -$4.61M 0.08% 122
2024
Q3 		$102M Sell
1,332,252
-231,717
-15% -$17.1M 0.09% 103
2024
Q2 		$108M Sell
1,563,969
-306,038
-16% -$21.5M 0.11% 90
2024
Q1 		$133M Sell
1,870,007
-44,852
-2% -$3.12M 0.14% 73
2023
Q4 		$133M Sell
1,914,859
-163,205
-8% -$10.8M 0.15% 69
2023
Q3 		$136M Sell
2,078,064
-48,618
-2% -$3.27M 0.18% 59
2023
Q2 		$144M Buy
2,126,682
+3,761
+0.2% +$259K 0.19% 53
2023
Q1 		$144M Sell
2,122,921
-20,879
-1% -$1.37M 0.2% 54
2022
Q4 		$136M Sell
2,143,800
-37,737
-2% -$2.31M 0.21% 52
2022
Q3 		$124M Sell
2,181,537
-180,492
-8% -$11.3M 0.22% 51
2022
Q2 		$150M Sell
2,362,029
-296,558
-11% -$19.9M 0.26% 48
2022
Q1 		$192M Sell
2,658,587
-239,698
-8% -$17.4M 0.31% 41
2021
Q4 		$223M Sell
2,898,285
-134,829
-4% -$10.3M 0.36% 38
2021
Q3 		$229M Sell
3,033,114
-106,587
-3% -$8.28M 0.42% 35
2021
Q2 		$237M Sell
3,139,701
-600,110
-16% -$45.2M 0.45% 33
2021
Q1 		$273M Sell
3,739,811
-751,856
-17% -$55.2M 0.58% 27
2020
Q4 		$330M Sell
4,491,667
-451,692
-9% -$31.8M 0.76% 21
2020
Q3 		$337M Buy
4,943,359
+154,709
+3% +$10.5M 0.91% 21
2020
Q2 		$316M Buy
4,788,650
+41,661
+0.9% +$2.7M 0.98% 18
2020
Q1 		$295M Buy
4,746,989
+437,145
+10% +$30.7M 1.14% 17
2019
Q4 		$321M Buy
4,309,844
+567,921
+15% +$42.3M 1.1% 15
2019
Q3 		$274M Buy
3,741,923
+451,507
+14% +$32.7M 1.04% 17
2019
Q2 		$239M Buy
3,290,416
+355,142
+12% +$25.5M 0.96% 17
2019
Q1 		$211M Buy
2,935,274
+280,084
+11% +$19.6M 0.93% 16
2018
Q4 		$177M Buy
2,655,190
+918,107
+53% +$63.1M 0.89% 15
2018
Q3 		$126M Buy
1,737,083
+83,550
+5% +$6.03M 0.64% 19
2018
Q2 		$118M Buy
1,653,533
+80,484
+5% +$5.92M 0.66% 19
2018
Q1 		$116M Buy
1,573,049
+134,989
+9% +$9.96M 0.7% 18
2017
Q4 		$105M Buy
1,438,060
+85,192
+6% +$6.14M 0.67% 19
2017
Q3 		$96.1M Buy
1,352,868
+36,364
+3% +$2.56M 0.69% 18
2017
Q2 		$91.2M Sell
1,316,504
-43,175
-3% -$2.98M 0.73% 18
2017
Q1 		$89.7M Buy
1,359,679
+182,927
+16% +$11.7M 0.82% 17
2016
Q4 		$72M Buy
+1,176,752
New +$74.4M 0.78% 21
2016
Q3 		– Sell
-815,104
Closed -$54.1M – 539
2016
Q2 		$54.1M Buy
815,104
+206,253
+34% +$13.8M 0.78% 23
2016
Q1 		$40.5M Buy
608,851
+154,418
+34% +$9.83M 0.66% 33
2015
Q4 		$29.5M Buy
454,433
+208,444
+85% +$13.6M 0.59% 38
2015
Q3 		$15.3M Buy
245,989
+196,506
+397% +$12.8M 0.37% 58
2015
Q2 		$3.23M Buy
49,483
+47,453
+2,338% +$3.22M 0.08% 164
2015
Q1 		$134K Buy
+2,030
New +$131K ﹤0.01% 485

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's EFAV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.4% in Q1 2026, buying an estimated $3.58M and bringing the position to 1,195,141 shares worth $109M. The position accounts for 0.07% of the portfolio, ranked #149.

Northwestern Mutual Wealth Management first reported a position in EFAV in Q1 2015 and has held it in 44 quarters since. The position peaked at $337M in Q3 2020. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,195,141 shares of iShares MSCI EAFE Min Vol Factor ETF worth $109M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 39,614 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $3.58M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2015 and has held it in 44 quarters since.
  • Northwestern Mutual Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $337M in Q3 2020.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.