Paladin Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Paladin Advisory Group’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	$108K	Hold	1,229	–	–	0.07%	115
2026 Q1	$112K	Hold	1,229	–	–	0.09%	114
2025 Q4	$106K	Hold	1,229	–	–	0.08%	119
2025 Q3	$104K	Hold	1,229	–	–	0.08%	109
2025 Q2	$103K	Hold	1,229	–	–	0.08%	112
2025 Q1	$95.8K	Sell	1,229 -851	-41%	-$63.5K	0.08%	109
2024 Q4	$147K	Hold	2,080	–	–	0.11%	98
2024 Q3	$160K	Hold	2,080	–	–	0.12%	96
2024 Q2	$144K	Hold	2,080	–	–	0.11%	96
2024 Q1	$147K	Sell	2,080 -615	-23%	-$42.8K	0.12%	99
2023 Q4	$187K	Hold	2,695	–	–	0.15%	90
2023 Q3	$176K	Sell	2,695 -463	-15%	-$31.1K	0.15%	93
2023 Q2	$213K	Hold	3,158	–	–	0.17%	90
2023 Q1	$214K	Buy	+3,158	New	+$208K	0.18%	91
2022 Q2	–	Sell	-4,540	Closed	-$305K	–	346
2022 Q1	$329K	Buy	+4,540	New	+$329K	0.27%	65

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

Paladin Advisory Group's EFAV Position: Q2 2026 in Review

Paladin Advisory Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 1,229 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #115.

Paladin Advisory Group first reported a position in EFAV in Q1 2022 and has held it in 15 quarters since. The position peaked at $329K in Q1 2022. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Paladin Advisory Group held 1,229 shares of iShares MSCI EAFE Min Vol Factor ETF worth $108K as of Q2 2026.
Paladin Advisory Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Paladin Advisory Group's portfolio in Q2 2026, its #115 holding.
Paladin Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $329K in Q1 2022.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.