&Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

&Partners’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	$2.05M	Buy	23,392 +205	+0.9%	+$18.6K	0.01%	1017
2026 Q1	$2.12M	Buy	23,187 +1,596	+7%	+$144K	0.01%	873
2025 Q4	$1.86M	Buy	21,591 +3,737	+21%	+$319K	0.01%	904
2025 Q3	$1.51M	Buy	17,854 +7,075	+66%	+$597K	0.01%	886
2025 Q2	$906K	Buy	10,779 +1,722	+19%	+$141K	0.01%	1030
2025 Q1	$701K	Buy	9,057 +247	+3%	+$18.4K	0.01%	980
2024 Q4	$623K	Buy	8,810 +870	+11%	+$64K	0.01%	974
2024 Q3	$609K	Buy	7,940 +1,085	+16%	+$80.1K	0.01%	772
2024 Q2	$475K	Buy	+6,855	New	+$481K	0.02%	562
2024 Q1	–	Sell	-9,959	Closed	-$691K	–	497
2023 Q4	$691K	Buy	+9,959	New	+$660K	0.17%	132

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

&Partners's EFAV Position: Q2 2026 in Review

&Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.88% in Q2 2026, buying an estimated $18.6K and bringing the position to 23,392 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #1017.

&Partners first reported a position in EFAV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.12M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

&Partners held 23,392 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.05M as of Q2 2026.
&Partners bought 205 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $18.6K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1017 holding.
&Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 10 quarters since.
&Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.12M in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.