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

Principal Securities’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 		$10M Sell
114,028
-1,567
-1% -$142K 0.12% 160
2026
Q1 		$10.6M Buy
115,595
+2,189
+2% +$198K 0.15% 125
2025
Q4 		$9.78M Sell
113,406
-2,710
-2% -$232K 0.15% 128
2025
Q3 		$9.85M Buy
116,116
+3,469
+3% +$293K 0.16% 117
2025
Q2 		$9.47M Sell
112,647
-2,281
-2% -$187K 0.18% 108
2025
Q1 		$8.13M Buy
114,928
+2,134
+2% +$159K 0.18% 110
2024
Q4 		$7.98M Sell
112,794
-6,454
-5% -$475K 0.18% 111
2024
Q3 		$9.15M Sell
119,248
-11,861
-9% -$876K 0.22% 89
2024
Q2 		$9.09M Sell
131,109
-11,563
-8% -$812K 0.25% 76
2024
Q1 		$10.1M Sell
142,672
-2,236
-2% -$156K 0.32% 68
2023
Q4 		$10M Buy
+144,908
New +$9.6M 0.37% 56

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 Securities's EFAV Position: Q2 2026 in Review

Principal Securities reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.4% in Q2 2026, selling an estimated $142K and leaving 114,028 shares worth $10M. The position accounts for 0.12% of the portfolio, ranked #160.

Principal Securities first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Principal Securities held 114,028 shares of iShares MSCI EAFE Min Vol Factor ETF worth $10M as of Q2 2026.
  • Principal Securities sold 1,567 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $142K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.12% of Principal Securities's portfolio in Q2 2026, its #160 holding.
  • Principal Securities first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares MSCI EAFE Min Vol Factor ETF position peaked at $10.6M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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