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

OneDigital Investment 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 		$2.69M Buy
30,707
+1,392
+5% +$126K 0.02% 433
2026
Q1 		$2.68M Buy
+29,315
New +$2.65M 0.03% 404
2025
Q1 		– Sell
-5,603
Closed -$396K – 1426
2024
Q4 		$396K Sell
5,603
-414
-7% -$30.5K ﹤0.01% 990
2024
Q3 		$461K Sell
6,017
-589
-9% -$43.5K 0.01% 968
2024
Q2 		$458K Sell
6,606
-384
-5% -$27K 0.01% 936
2024
Q1 		$495K Sell
6,990
-38
-0.5% -$2.64K 0.01% 742
2023
Q4 		$487K Buy
7,028
+204
+3% +$13.5K 0.01% 722
2023
Q3 		$445K Sell
6,824
-669
-9% -$44.9K 0.01% 688
2023
Q2 		$506K Sell
7,493
-704
-9% -$48.5K 0.01% 638
2023
Q1 		$555K Sell
8,197
-135
-2% -$8.89K 0.01% 580
2022
Q4 		$530K Sell
8,332
-341
-4% -$20.8K 0.02% 505
2022
Q3 		$494K Sell
8,673
-325
-4% -$20.4K 0.02% 460
2022
Q2 		$570K Sell
8,998
-80
-0.9% -$5.38K 0.02% 384
2022
Q1 		$655K Sell
9,078
-820
-8% -$59.5K 0.02% 368
2021
Q4 		$760K Buy
9,898
+545
+6% +$41.5K 0.03% 331
2021
Q3 		$705K Buy
9,353
+2,109
+29% +$164K 0.03% 336
2021
Q2 		$547K Sell
7,244
-793
-10% -$59.7K 0.02% 387
2021
Q1 		$587K Sell
8,037
-21,317
-73% -$1.56M 0.03% 351
2020
Q4 		$2.15M Sell
29,354
-2,132
-7% -$150K 0.11% 134
2020
Q3 		$2.15M Buy
31,486
+3,788
+14% +$258K 0.15% 115
2020
Q2 		$1.83M Buy
27,698
+780
+3% +$50.6K 0.13% 145
2020
Q1 		$1.67M Buy
26,918
+20,691
+332% +$1.45M 0.15% 136
2019
Q4 		$464K Buy
6,227
+1,340
+27% +$99.8K 0.04% 321
2019
Q3 		$358K Buy
4,887
+1,241
+34% +$89.8K 0.03% 342
2019
Q2 		$265K Buy
+3,646
New +$262K 0.02% 362
2019
Q1 		– Sell
-4,103
Closed -$274K – 1137
2018
Q4 		$274K Buy
+4,103
New +$282K 0.05% 218

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 22.96% 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

OneDigital Investment Advisors's EFAV Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.7% in Q2 2026, buying an estimated $126K and bringing the position to 30,707 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #433.

OneDigital Investment Advisors first reported a position in EFAV in Q4 2018 and has held it in 26 quarters since. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • OneDigital Investment Advisors held 30,707 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.69M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,392 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $126K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #433 holding.
  • OneDigital Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 26 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.