Ogorek Anthony Joseph’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ogorek Anthony Joseph’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	$25K	Buy	291 +5	+2%	+$454	0.01%	261
2026 Q1	$26K	Hold	286	–	–	0.01%	239
2025 Q4	$24K	Buy	286 +4	+1%	+$342	0.01%	250
2025 Q3	$23K	Hold	282	–	–	0.01%	267
2025 Q2	$23K	Buy	282 +6	+2%	+$491	0.01%	258
2025 Q1	$21K	Hold	276	–	–	0.01%	265
2024 Q4	$19K	Buy	276 +3	+1%	+$221	0.01%	179
2024 Q3	$20K	Hold	273	–	–	0.01%	173
2024 Q2	$18K	Buy	273 +5	+2%	+$351	0.01%	170
2024 Q1	$18K	Hold	268	–	–	0.01%	171
2023 Q4	$18K	Hold	268	–	–	0.01%	172
2023 Q3	$17K	Hold	268	–	–	0.01%	178
2023 Q2	$18K	Hold	268	–	–	0.01%	162
2023 Q1	$18K	Hold	268	–	–	0.01%	162
2022 Q4	$17K	Hold	268	–	–	0.01%	133
2022 Q3	$15K	Sell	268 -137	-34%	-$8.59K	0.01%	131
2022 Q2	$25K	Sell	405 -25	-6%	-$1.68K	0.01%	103
2022 Q1	$31K	Hold	430	–	–	0.01%	105
2021 Q4	$33K	Buy	430 +25	+6%	+$1.91K	0.01%	96
2021 Q3	$30K	Hold	405	–	–	0.01%	98
2021 Q2	$30K	Hold	405	–	–	0.01%	99
2021 Q1	$29K	Buy	+405	New	+$29.7K	0.01%	88

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

Ogorek Anthony Joseph's EFAV Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.7% in Q2 2026, buying an estimated $454 and bringing the position to 291 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #261.

Ogorek Anthony Joseph first reported a position in EFAV in Q1 2021 and has held it in 22 quarters since. The position peaked at $33K in Q4 2021. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Ogorek Anthony Joseph held 291 shares of iShares MSCI EAFE Min Vol Factor ETF worth $25K as of Q2 2026.
Ogorek Anthony Joseph bought 5 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $454.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #261 holding.
Ogorek Anthony Joseph first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and has held it in 22 quarters since.
Ogorek Anthony Joseph's iShares MSCI EAFE Min Vol Factor ETF position peaked at $33K in Q4 2021.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.