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Purpose Unlimited Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Purpose Unlimited Inc’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
Q1 		– Sell
-162,147
Closed -$14M – 589
2025
Q4 		$14M Buy
+162,147
New +$13.9M 0.64% 30

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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Purpose Unlimited Inc's EFAV Position: Q1 2026 in Review

Purpose Unlimited Inc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 162,147 shares — an estimated $14M sold.

Purpose Unlimited Inc first reported a position in EFAV in Q4 2025 and held it in 1 quarter. The position peaked at $14M in Q4 2025. 541 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Purpose Unlimited Inc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Purpose Unlimited Inc sold 162,147 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $14M.
  • Purpose Unlimited Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • Purpose Unlimited Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $14M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.