Principal Financial Group
EFAV icon

Principal Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Principal Financial Group’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 		$286K Hold
3,258
– – ﹤0.01% 2056
2026
Q1 		$298K Hold
3,258
– – ﹤0.01% 2073
2025
Q4 		$281K Hold
3,258
– – ﹤0.01% 2098
2025
Q3 		$278K Hold
3,258
– – ﹤0.01% 2132
2025
Q2 		$274K Hold
3,258
– – ﹤0.01% 2092
2025
Q1 		$254K Hold
3,258
– – ﹤0.01% 2019
2024
Q4 		$230K Hold
3,258
– – ﹤0.01% 2082
2024
Q3 		$250K Hold
3,258
– – ﹤0.01% 2064
2024
Q2 		$226K Hold
3,258
– – ﹤0.01% 2117
2024
Q1 		$231K Hold
3,258
– – ﹤0.01% 2143
2023
Q4 		$226K Hold
3,258
– – ﹤0.01% 2133
2023
Q3 		$214K Hold
3,258
– – ﹤0.01% 2147
2023
Q2 		$220K Hold
3,258
– – ﹤0.01% 2157
2023
Q1 		$220K Sell
3,258
-551
-14% -$36.3K ﹤0.01% 2161
2022
Q4 		$242K Hold
3,809
– – ﹤0.01% 2150
2022
Q3 		$217K Hold
3,809
– – ﹤0.01% 2185
2022
Q2 		$241K Hold
3,809
– – ﹤0.01% 2243
2022
Q1 		$275K Buy
+3,809
New +$276K ﹤0.01% 2259
2021
Q3 		– Sell
-3,547
Closed -$268K – 2591
2021
Q2 		$268K Sell
3,547
-290
-8% -$21.9K ﹤0.01% 2397
2021
Q1 		$280K Sell
3,837
-327
-8% -$24K ﹤0.01% 2295
2020
Q4 		$306K Buy
4,164
+309
+8% +$21.8K ﹤0.01% 2230
2020
Q3 		$263K Buy
3,855
+163
+4% +$11.1K ﹤0.01% 2150
2020
Q2 		$244K Sell
3,692
-128
-3% -$8.31K ﹤0.01% 2137
2020
Q1 		$237K Sell
3,820
-45
-1% -$3.16K ﹤0.01% 2027
2019
Q4 		$288K Buy
3,865
+245
+7% +$18.3K ﹤0.01% 2061
2019
Q3 		$265K Buy
3,620
+26
+0.7% +$1.88K ﹤0.01% 2079
2019
Q2 		$261K Buy
+3,594
New +$258K ﹤0.01% 2092

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

Principal Financial Group's EFAV Position: Q2 2026 in Review

Principal Financial Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 3,258 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Principal Financial Group first reported a position in EFAV in Q2 2019 and has held it in 27 quarters since. The position peaked at $306K in Q4 2020. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Principal Financial Group held 3,258 shares of iShares MSCI EAFE Min Vol Factor ETF worth $286K as of Q2 2026.
  • Principal Financial Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2056 holding.
  • Principal Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and has held it in 27 quarters since.
  • Principal Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $306K in Q4 2020.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.