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
2023 Q1	–	Sell	-3,158	Closed	-$201K	–	329
2022 Q4	$201K	Sell	3,158 -216	-6%	-$13.2K	0.17%	93
2022 Q3	$192K	Sell	3,374 -139	-4%	-$8.72K	0.18%	90
2022 Q2	$222K	Buy	+3,513	New	+$236K	0.19%	83
2022 Q1	–	Sell	-4,764	Closed	-$365K	–	342
2021 Q4	$365K	Buy	+4,764	New	+$363K	0.3%	67

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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: Q1 2026 in Review

Paladin Advisory Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 1,229 shares worth $112K. The position accounts for 0.09% of the portfolio, ranked #114.

Paladin Advisory Group first reported a position in EFAV in Q1 2022 and has held it in 14 quarters since. The position peaked at $329K in Q1 2022. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Paladin Advisory Group held 1,229 shares of iShares MSCI EAFE Min Vol Factor ETF worth $112K as of Q1 2026.
Paladin Advisory Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.09% of Paladin Advisory Group's portfolio in Q1 2026, its #114 holding.
Paladin Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $329K in Q1 2022.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.