Rakuten Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Rakuten Investment Management’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	$5.53M	Buy	65,514 +32,757	+100%	+$2.96M	0.01%	245
2025 Q4	$2.76M	Hold	32,757	–	–	0.01%	385
2025 Q3	$2.76M	Buy	+32,757	New	+$2.77M	0.01%	352
2025 Q1	$2.96M	Buy	+37,753	New	+$2.82M	0.01%	294
2024 Q3	$8.82M	Sell	114,605 -3,300	-3%	-$244K	0.05%	71
2024 Q2	$8.16M	Sell	117,905 -12,000	-9%	-$842K	0.05%	52
2024 Q1	$9.21M	Buy	129,905 +4,200	+3%	+$292K	0.07%	35
2023 Q4	$8.68M	Buy	125,705 +5,500	+5%	+$365K	0.08%	12
2023 Q3	$7.86M	Buy	120,205 +3,500	+3%	+$235K	0.08%	12
2023 Q2	$7.82M	Sell	116,705 -6,800	-6%	-$469K	0.08%	12
2023 Q1	$8.33M	Buy	123,505 +1,700	+1%	+$112K	0.1%	13
2022 Q4	$7.81M	Buy	121,805 +5,900	+5%	+$360K	0.11%	13
2022 Q3	$6.63M	Buy	115,905 +55,900	+93%	+$3.51M	0.11%	12
2022 Q2	$3.8M	Buy	+60,005	New	+$4.03M	0.06%	16

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Rakuten Investment Management's EFAV Position: Q1 2026 in Review

Rakuten Investment Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 100% in Q1 2026, buying an estimated $2.96M and bringing the position to 65,514 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #245.

Rakuten Investment Management first reported a position in EFAV in Q2 2022 and has held it in 14 quarters since. The position peaked at $9.21M in Q1 2024. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Rakuten Investment Management held 65,514 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.53M as of Q1 2026.
Rakuten Investment Management bought 32,757 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $2.96M.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #245 holding.
Rakuten Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2022 and has held it in 14 quarters since.
Rakuten Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $9.21M in Q1 2024.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.