Ocean Park Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ocean Park Asset 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 Q2	–	Sell	-99,751	Closed	-$9.11M	–	84
2026 Q1	$9.11M	Buy	+99,751	New	+$9.01M	0.53%	29
2024 Q4	–	Sell	-103,814	Closed	-$7.96M	–	85
2024 Q3	$7.96M	Buy	+103,814	New	+$7.67M	0.35%	43
2023 Q4	–	Sell	-235,835	Closed	-$15.4M	–	70
2023 Q3	$15.4M	Sell	235,835 -12,898	-5%	-$866K	0.69%	21
2023 Q2	$16.8M	Buy	248,733 +833	+0.3%	+$57.4K	0.57%	28
2023 Q1	$16.8M	Buy	+247,900	New	+$16.3M	1.57%	15

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ocean Park Asset Management's EFAV Position: Q2 2026 in Review

Ocean Park Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 99,751 shares — an estimated $9.11M sold.

Ocean Park Asset Management first reported a position in EFAV in Q1 2023 and held it in 5 quarters. The position peaked at $16.8M in Q2 2023. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Ocean Park Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Ocean Park Asset Management sold 99,751 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $9.11M.
Ocean Park Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and held it in 5 quarters.
Ocean Park Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $16.8M in Q2 2023.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.