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Prospera Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Prospera Financial Services’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 		$1.18M Sell
13,458
-46
-0.3% -$4.17K 0.02% 696
2026
Q1 		$1.23M Buy
13,504
+2,962
+28% +$268K 0.02% 637
2025
Q4 		$909K Buy
10,542
+540
+5% +$46.2K 0.01% 707
2025
Q3 		$849K Buy
10,002
+2,692
+37% +$227K 0.01% 748
2025
Q2 		$615K Buy
7,310
+383
+6% +$31.3K 0.01% 836
2025
Q1 		$540K Buy
6,927
+547
+9% +$40.8K 0.01% 754
2024
Q4 		$451K Buy
6,380
+58
+0.9% +$4.27K 0.01% 773
2024
Q3 		$485K Sell
6,322
-1,275
-17% -$94.2K 0.01% 731
2024
Q2 		$527K Sell
7,597
-1,539
-17% -$108K 0.01% 691
2024
Q1 		$648K Sell
9,136
-693
-7% -$48.2K 0.02% 619
2023
Q4 		$682K Sell
9,829
-1,007
-9% -$66.7K 0.02% 565
2023
Q3 		$707K Buy
10,836
+3,278
+43% +$220K 0.03% 521
2023
Q2 		$510K Buy
7,558
+978
+15% +$67.4K 0.02% 606
2023
Q1 		$445K Buy
6,580
+2,150
+49% +$142K 0.02% 651
2022
Q4 		$282K Sell
4,430
-5,129
-54% -$313K 0.01% 736
2022
Q3 		$544K Buy
9,559
+2,601
+37% +$163K 0.03% 499
2022
Q2 		$441K Sell
6,958
-4,054
-37% -$272K 0.02% 554
2022
Q1 		$794K Sell
11,012
-1,300
-11% -$94.3K 0.03% 478
2021
Q4 		$945K Sell
12,312
-586
-5% -$44.7K 0.04% 429
2021
Q3 		$972K Sell
12,898
-264
-2% -$20.5K 0.05% 379
2021
Q2 		$994K Sell
13,162
-778
-6% -$58.6K 0.05% 379
2021
Q1 		$1.02M Sell
13,940
-2,190
-14% -$161K 0.06% 336
2020
Q4 		$1.18M Buy
16,130
+11,378
+239% +$802K 0.08% 257
2020
Q3 		$324K Sell
4,752
-8,198
-63% -$558K 0.12% 145
2020
Q2 		$855K Buy
12,950
+331
+3% +$21.5K 0.08% 258
2020
Q1 		$783K Sell
12,619
-10,406
-45% -$731K 0.08% 227
2019
Q4 		$1.72M Buy
23,025
+11,233
+95% +$837K 0.13% 191
2019
Q3 		$864K Buy
11,792
+2,060
+21% +$149K 0.09% 199
2019
Q2 		$710K Sell
9,732
-897
-8% -$64.5K 0.08% 226
2019
Q1 		$766K Buy
10,629
+1,773
+20% +$124K 0.25% 115
2018
Q4 		$595K Buy
8,856
+1,702
+24% +$117K 0.12% 168
2018
Q3 		$508K Sell
7,154
-1,810
-20% -$131K 0.09% 212
2018
Q2 		$640K Sell
8,964
-1,473
-14% -$108K 0.09% 193
2018
Q1 		$768K Buy
10,437
+3,461
+50% +$255K 0.11% 176
2017
Q4 		$516K Sell
6,976
-2,678
-28% -$193K 0.08% 210
2017
Q3 		$687K Buy
9,654
+1,640
+20% +$115K 0.1% 178
2017
Q2 		$550K Buy
+8,014
New +$552K 0.09% 201

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

Prospera Financial Services's EFAV Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.34% in Q2 2026, selling an estimated $4.17K and leaving 13,458 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #696.

Prospera Financial Services first reported a position in EFAV in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.72M in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Prospera Financial Services held 13,458 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.18M as of Q2 2026.
  • Prospera Financial Services sold 46 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $4.17K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #696 holding.
  • Prospera Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and has held it in 37 quarters since.
  • Prospera Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.72M in Q4 2019.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.