Planning Directions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $217K | Buy |
2,474
+46
| +2% | +$4.17K | 0.1% | 101 |
|
|
2026
Q1 | $222K | Sell |
2,428
-411
| -14% | -$37.1K | 0.11% | 94 |
|
|
2025
Q4 | $245K | Buy |
2,839
+33
| +1% | +$2.82K | 0.12% | 85 |
|
|
2025
Q3 | $238K | Hold |
2,806
| – | – | 0.12% | 81 |
|
|
2025
Q2 | $236K | Buy |
2,806
+45
| +2% | +$3.68K | 0.13% | 74 |
|
|
2025
Q1 | $215K | Sell |
2,761
-224
| -8% | -$16.7K | 0.09% | 114 |
|
|
2024
Q4 | $211K | Sell |
2,985
-52
| -2% | -$3.83K | 0.12% | 74 |
|
|
2024
Q3 | $233K | Sell |
3,037
-336
| -10% | -$24.8K | 0.14% | 73 |
|
|
2024
Q2 | $234K | Sell |
3,373
-574
| -15% | -$40.3K | 0.16% | 66 |
|
|
2024
Q1 | $280K | Sell |
3,947
-703
| -15% | -$48.9K | 0.19% | 61 |
|
|
2023
Q4 | $322K | Sell |
4,650
-1,233
| -21% | -$81.7K | 0.23% | 51 |
|
|
2023
Q3 | $384K | Sell |
5,883
-1,916
| -25% | -$129K | 0.29% | 40 |
|
|
2023
Q2 | $526K | Sell |
7,799
-1,063
| -12% | -$73.3K | 0.38% | 38 |
|
|
2023
Q1 | $600K | Sell |
8,862
-2,954
| -25% | -$194K | 0.45% | 34 |
|
|
2022
Q4 | $751K | Sell |
11,816
-5,664
| -32% | -$346K | 0.57% | 30 |
|
|
2022
Q3 | $997K | Sell |
17,480
-12,812
| -42% | -$803K | 0.81% | 24 |
|
|
2022
Q2 | $1.92M | Sell |
30,292
-8,242
| -21% | -$554K | 1.47% | 13 |
|
|
2022
Q1 | $2.78M | Sell |
38,534
-9,120
| -19% | -$662K | 1.95% | 10 |
|
|
2021
Q4 | $3.66M | Sell |
47,654
-2,584
| -5% | -$197K | 2.44% | 10 |
|
|
2021
Q3 | $3.79M | Buy |
50,238
+113
| +0.2% | +$8.78K | 2.75% | 9 |
|
|
2021
Q2 | $3.79M | Buy |
50,125
+1,216
| +2% | +$91.6K | 2.77% | 9 |
|
|
2021
Q1 | $3.57M | Sell |
48,909
-8,868
| -15% | -$651K | 2.81% | 9 |
|
|
2020
Q4 | $4.24M | Sell |
57,777
-14,021
| -20% | -$988K | 3.44% | 8 |
|
|
2020
Q3 | $4.89M | Sell |
71,798
-6,890
| -9% | -$469K | 4.31% | 7 |
|
|
2020
Q2 | $5.2M | Buy |
78,688
+31,289
| +66% | +$2.03M | 4.85% | 5 |
|
|
2020
Q1 | $2.94M | Sell |
47,399
-63,416
| -57% | -$4.46M | 4.13% | 7 |
|
|
2019
Q4 | $8.26M | Buy |
110,815
+1,933
| +2% | +$144K | 7.64% | 2 |
|
|
2019
Q3 | $7.98M | Buy |
108,882
+7,022
| +7% | +$508K | 7.65% | 3 |
|
|
2019
Q2 | $7.4M | Buy |
101,860
+2,820
| +3% | +$203K | 7.51% | 3 |
|
|
2019
Q1 | $7.13M | Buy |
99,040
+5,345
| +6% | +$374K | 8.48% | 3 |
|
|
2018
Q4 | $6.25M | Sell |
93,695
-204
| -0.2% | -$14K | 7.72% | 3 |
|
|
2018
Q3 | $6.84M | Sell |
93,899
-3,593
| -4% | -$259K | 6.35% | 3 |
|
|
2018
Q2 | $6.94M | Buy |
97,492
+3,457
| +4% | +$254K | 6.7% | 3 |
|
|
2018
Q1 | $6.93M | Buy |
+94,035
| New | +$6.94M | 6.79% | 3 |
|
Other funds holding EFAV
WBG
SAM
Planning Directions's EFAV Position: Q2 2026 in Review
Planning Directions increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.9% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,474 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #101.
Planning Directions first reported a position in EFAV in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.26M in Q4 2019. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.
- Planning Directions held 2,474 shares of iShares MSCI EAFE Min Vol Factor ETF worth $217K as of Q2 2026.
- Planning Directions bought 46 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $4.17K.
- iShares MSCI EAFE Min Vol Factor ETF made up 0.1% of Planning Directions's portfolio in Q2 2026, its #101 holding.
- Planning Directions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and has held it in 34 quarters since.
- Planning Directions's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.26M in Q4 2019.
- 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.
Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.