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

Prism 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 		$2.66M Buy
30,314
+170
+0.6% +$15.4K 0.65% 32
2026
Q1 		$2.75M Hold
30,144
– – 0.74% 31
2025
Q4 		$2.6M Sell
30,144
-286
-0.9% -$24.4K 0.69% 31
2025
Q3 		$2.58M Hold
30,430
– – 0.7% 37
2025
Q2 		$2.56M Hold
30,430
– – 0.73% 35
2025
Q1 		$2.37M Hold
30,430
– – 0.73% 28
2024
Q4 		$2.15M Hold
30,430
– – 0.64% 28
2024
Q3 		$2.33M Sell
30,430
-244
-0.8% -$18K 0.67% 28
2024
Q2 		$2.13M Sell
30,674
-333
-1% -$23.4K 0.65% 27
2024
Q1 		$2.2M Hold
31,007
– – 0.66% 24
2023
Q4 		$2.15M Buy
31,007
+507
+2% +$33.6K 0.69% 23
2023
Q3 		$1.99M Sell
30,500
-452
-1% -$30.4K 0.7% 23
2023
Q2 		$2.09M Sell
30,952
-1,009
-3% -$69.6K 0.7% 22
2023
Q1 		$2.16M Sell
31,961
-853
-3% -$56.1K 0.75% 22
2022
Q4 		$2.09M Buy
32,814
+24,421
+291% +$1.49M 0.76% 22
2022
Q3 		$478K Sell
8,393
-69,386
-89% -$4.35M 0.19% 41
2022
Q2 		$4.92M Sell
77,779
-209,161
-73% -$14.1M 1.87% 19
2022
Q1 		$20.7M Buy
286,940
+16,886
+6% +$1.23M 6.93% 4
2021
Q4 		$20.7M Buy
270,054
+18,743
+7% +$1.43M 6.78% 4
2021
Q3 		$18.9M Buy
251,311
+7,784
+3% +$604K 6.75% 5
2021
Q2 		$18.4M Buy
243,527
+11,228
+5% +$846K 6.4% 6
2021
Q1 		$17M Buy
232,299
+622
+0.3% +$45.6K 6.13% 6
2020
Q4 		$17M Buy
231,677
+1,768
+0.8% +$125K 6.43% 6
2020
Q3 		$15.7M Buy
229,909
+1,186
+0.5% +$80.7K 6.6% 6
2020
Q2 		$15.1M Buy
+228,723
New +$14.8M 6.76% 4

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

Prism Advisors's EFAV Position: Q2 2026 in Review

Prism Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.56% in Q2 2026, buying an estimated $15.4K and bringing the position to 30,314 shares worth $2.66M. The position accounts for 0.65% of the portfolio, ranked #32.

Prism Advisors first reported a position in EFAV in Q2 2020 and has held it in 25 quarters since. The position peaked at $20.7M in Q4 2021. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Prism Advisors held 30,314 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.66M as of Q2 2026.
  • Prism Advisors bought 170 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $15.4K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.65% of Prism Advisors's portfolio in Q2 2026, its #32 holding.
  • Prism Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Prism Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $20.7M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.