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Premier Path Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Premier Path Wealth Partners’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 		$591K Sell
6,744
-1,282
-16% -$116K 0.07% 239
2026
Q1 		$733K Sell
8,026
-377
-4% -$34.1K 0.1% 201
2025
Q4 		$725K Sell
8,403
-163
-2% -$13.9K 0.09% 204
2025
Q3 		$727K Buy
8,566
+2
+0% +$169 0.09% 214
2025
Q2 		$720K Sell
8,564
-63
-0.7% -$5.16K 0.1% 209
2025
Q1 		$672K Sell
8,627
-147
-2% -$11K 0.1% 197
2024
Q4 		$620K Sell
8,774
-75
-0.8% -$5.52K 0.09% 204
2024
Q3 		$679K Sell
8,849
-288
-3% -$21.3K 0.11% 195
2024
Q2 		$634K Sell
9,137
-636
-7% -$44.6K 0.11% 190
2024
Q1 		$693K Sell
9,773
-2,952
-23% -$205K 0.13% 165
2023
Q4 		$878K Buy
+12,725
New +$843K 0.19% 136

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

Premier Path Wealth Partners's EFAV Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 16% in Q2 2026, selling an estimated $116K and leaving 6,744 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #239.

Premier Path Wealth Partners first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $878K in Q4 2023. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Premier Path Wealth Partners held 6,744 shares of iShares MSCI EAFE Min Vol Factor ETF worth $591K as of Q2 2026.
  • Premier Path Wealth Partners sold 1,282 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $116K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • Premier Path Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $878K in Q4 2023.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.