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Portland Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Portland Financial 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
Q2 		$687K Sell
7,836
-187
-2% -$17K 1.25% 22
2026
Q1 		$733K Hold
8,023
– – 1.52% 15
2025
Q4 		$692K Hold
8,023
– – 1.47% 17
2025
Q3 		$681K Hold
8,023
– – 1.45% 18
2025
Q2 		$674K Hold
8,023
– – 1.62% 18
2025
Q1 		$625K Hold
8,023
– – 1.6% 19
2024
Q4 		$567K Buy
+8,023
New +$590K 1.53% 19

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

Portland Financial Advisors's EFAV Position: Q2 2026 in Review

Portland Financial Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.3% in Q2 2026, selling an estimated $17K and leaving 7,836 shares worth $687K. The position accounts for 1.25% of the portfolio, ranked #22.

Portland Financial Advisors first reported a position in EFAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $733K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Portland Financial Advisors held 7,836 shares of iShares MSCI EAFE Min Vol Factor ETF worth $687K as of Q2 2026.
  • Portland Financial Advisors sold 187 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $17K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 1.25% of Portland Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Portland Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Portland Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $733K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.