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 Q2	$14.9M	Sell	169,473 -4,993	-3%	-$453K	2.44%	10
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 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

Portfolio Design Labs's EFAV Position: Q2 2026 in Review

Portfolio Design Labs reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.9% in Q2 2026, selling an estimated $453K and leaving 169,473 shares worth $14.9M. The position accounts for 2.44% of the portfolio, ranked #10.

Portfolio Design Labs first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.8M in Q2 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Portfolio Design Labs held 169,473 shares of iShares MSCI EAFE Min Vol Factor ETF worth $14.9M as of Q2 2026.
Portfolio Design Labs sold 4,993 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $453K.
iShares MSCI EAFE Min Vol Factor ETF made up 2.44% of Portfolio Design Labs's portfolio in Q2 2026, its #10 holding.
Portfolio Design Labs first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Portfolio Design Labs's iShares MSCI EAFE Min Vol Factor ETF position peaked at $45.8M in Q2 2025.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.