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Portfolio Design Labs’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Portfolio Design Labs’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 		$15.9M Sell
174,466
-1,691
-1% -$153K 2.83% 9
2025
Q4 		$15.2M Sell
176,157
-10,267
-6% -$878K 2.51% 7
2025
Q3 		$15.8M Sell
186,424
-358,491
-66% -$30.3M 2.72% 7
2025
Q2 		$45.8M Buy
+544,915
New +$44.6M 8.99% 1

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 $2.53B AUM 25.83% 1-Year Est. Return

Portfolio Design Labs's EFAV Position: Q1 2026 in Review

Portfolio Design Labs reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.96% in Q1 2026, selling an estimated $153K and leaving 174,466 shares worth $15.9M. The position accounts for 2.83% of the portfolio, ranked #9.

Portfolio Design Labs first reported a position in EFAV in Q2 2025 and has held it in 4 quarters since. The position peaked at $45.8M in Q2 2025. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Portfolio Design Labs held 174,466 shares of iShares MSCI EAFE Min Vol Factor ETF worth $15.9M as of Q1 2026.
  • Portfolio Design Labs sold 1,691 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $153K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 2.83% of Portfolio Design Labs's portfolio in Q1 2026, its #9 holding.
  • Portfolio Design Labs first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Portfolio Design Labs's iShares MSCI EAFE Min Vol Factor ETF position peaked at $45.8M in Q2 2025.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.