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Peterson Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Peterson Wealth 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
Q1 		$1.52M Buy
16,616
+406
+3% +$36.7K 0.2% 32
2025
Q4 		$1.4M Sell
16,210
-637
-4% -$54.4K 0.19% 34
2025
Q3 		$1.43M Sell
16,847
-953
-5% -$80.5K 0.21% 35
2025
Q2 		$1.5M Sell
17,800
-670
-4% -$54.8K 0.25% 35
2025
Q1 		$1.35M Sell
18,470
-161
-0.9% -$12K 0.26% 33
2024
Q4 		$1.32M Sell
18,631
-4,701
-20% -$346K 0.24% 33
2024
Q3 		$1.79M Buy
23,332
+453
+2% +$33.5K 0.34% 26
2024
Q2 		$1.59M Sell
22,879
-895
-4% -$62.8K 0.33% 25
2024
Q1 		$1.69M Sell
23,774
-1,552
-6% -$108K 0.36% 24
2023
Q4 		$1.76M Sell
25,326
-383
-1% -$25.4K 0.42% 24
2023
Q3 		$1.68M Sell
25,709
-5,324
-17% -$358K 0.45% 23
2023
Q2 		$2.09M Sell
31,033
-6,435
-17% -$444K 0.55% 21
2023
Q1 		$2.53M Sell
37,468
-2,518
-6% -$166K 0.7% 18
2022
Q4 		$2.54M Sell
39,986
-14,165
-26% -$865K 0.77% 18
2022
Q3 		$3.09M Sell
54,151
-9,185
-15% -$576K 1.04% 15
2022
Q2 		$4.01M Sell
63,336
-3,342
-5% -$225K 1.32% 12
2022
Q1 		$4.81M Sell
66,678
-7,008
-10% -$509K 1.42% 12
2021
Q4 		$5.66M Sell
73,686
-14,498
-16% -$1.11M 1.63% 12
2021
Q3 		$6.64M Sell
88,184
-321,354
-78% -$25M 2.2% 11
2021
Q2 		$30.9M Buy
409,538
+45,691
+13% +$3.44M 10.97% 2
2021
Q1 		$26.6M Buy
363,847
+22,894
+7% +$1.68M 10.81% 2
2020
Q4 		$25M Buy
340,953
+17,515
+5% +$1.23M 11.01% 2
2020
Q3 		$22M Sell
323,438
-1,767
-0.5% -$120K 11.29% 2
2020
Q2 		$21.5M Buy
325,205
+28,939
+10% +$1.88M 11.44% 2
2020
Q1 		$18.4M Sell
296,266
-6,910
-2% -$486K 11.92% 2
2019
Q4 		$22.6M Buy
303,176
+5,115
+2% +$381K 12.92% 2
2019
Q3 		$21.8M Buy
298,061
+9,255
+3% +$670K 13.37% 2
2019
Q2 		$21M Buy
288,806
+18,640
+7% +$1.34M 13.28% 2
2019
Q1 		$19.5M Buy
270,166
+16,045
+6% +$1.12M 13.01% 2
2018
Q4 		$16.9M Buy
254,121
+25,633
+11% +$1.76M 13.42% 2
2018
Q3 		$16.6M Buy
228,488
+16,551
+8% +$1.19M 12.14% 2
2018
Q2 		$15.1M Buy
211,937
+8,308
+4% +$611K 12.22% 2
2018
Q1 		$15M Buy
203,629
+51,367
+34% +$3.79M 12.4% 2
2017
Q4 		$11.1M Buy
+152,262
New +$11M 10.04% 2

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
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

Peterson Wealth Advisors's EFAV Position: Q1 2026 in Review

Peterson Wealth Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.5% in Q1 2026, buying an estimated $36.7K and bringing the position to 16,616 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #32.

Peterson Wealth Advisors first reported a position in EFAV in Q4 2017 and has held it in 34 quarters since. The position peaked at $30.9M in Q2 2021. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Peterson Wealth Advisors held 16,616 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.52M as of Q1 2026.
  • Peterson Wealth Advisors bought 406 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $36.7K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.2% of Peterson Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • Peterson Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 34 quarters since.
  • Peterson Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $30.9M in Q2 2021.
  • 539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.