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

RHS Financial’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	$2.74M	Sell	31,280 -2,385	-7%	-$216K	1.11%	24
2026 Q1	$3.08M	Buy	33,665 +12,068	+56%	+$1.09M	1.46%	21
2025 Q4	$1.86M	Sell	21,597 -8,148	-27%	-$696K	0.91%	31
2025 Q3	$2.52M	Sell	29,745 -2,327	-7%	-$196K	1.31%	25
2025 Q2	$2.7M	Buy	32,072 +25,805	+412%	+$2.11M	1.53%	22
2025 Q1	$488K	Sell	6,267 -1,597	-20%	-$119K	0.27%	71
2024 Q4	$556K	Sell	7,864 -737	-9%	-$54.2K	0.29%	75
2024 Q3	$660K	Buy	8,601 +88	+1%	+$6.5K	0.33%	68
2024 Q2	$590K	Sell	8,513 -830	-9%	-$58.3K	0.36%	60
2024 Q1	$662K	Buy	9,343 +2,416	+35%	+$168K	0.39%	62
2023 Q4	$480K	Sell	6,927 -3,577	-34%	-$237K	0.3%	63
2023 Q3	$685K	Sell	10,504 -4,112	-28%	-$276K	0.48%	51
2023 Q2	$987K	Buy	14,616 +1,146	+9%	+$79K	0.72%	37
2023 Q1	$911K	Sell	13,470 -6,540	-33%	-$430K	0.69%	39
2022 Q4	$1.27M	Sell	20,010 -13,400	-40%	-$819K	1.01%	30
2022 Q3	$1.91M	Buy	33,410 +12,589	+60%	+$789K	1.69%	19
2022 Q2	$1.32M	Sell	20,821 -7,022	-25%	-$472K	1.08%	29
2022 Q1	$2.01M	Sell	27,843 -28,635	-51%	-$2.08M	1.48%	23
2021 Q4	$4.34M	Buy	56,478 +6,959	+14%	+$530K	3.01%	11
2021 Q3	$3.73M	Sell	49,519 -2,093	-4%	-$163K	2.72%	12
2021 Q2	$3.9M	Sell	51,612 -22,783	-31%	-$1.72M	2.91%	13
2021 Q1	$5.43M	Sell	74,395 -3,830	-5%	-$281K	4.53%	3
2020 Q4	$5.74M	Buy	78,225 +17,863	+30%	+$1.26M	4.93%	3
2020 Q3	$4.11M	Sell	60,362 -3,007	-5%	-$205K	4.14%	6
2020 Q2	$4.19M	Sell	63,369 -5,900	-9%	-$383K	4.89%	4
2020 Q1	$4.3M	Sell	69,269 -39,043	-36%	-$2.74M	5.76%	3
2019 Q4	$8.07M	Buy	108,312 +7,838	+8%	+$584K	8.44%	1
2019 Q3	$7.36M	Buy	100,474 +8,994	+10%	+$651K	8.67%	1
2019 Q2	$6.64M	Buy	91,480 +14,493	+19%	+$1.04M	8.32%	1
2019 Q1	$5.54M	Buy	76,987 +16,532	+27%	+$1.16M	7.16%	1
2018 Q4	$4.03M	Buy	+60,455	New	+$4.15M	5.82%	1

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RHS Financial's EFAV Position: Q2 2026 in Review

RHS Financial reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 7.1% in Q2 2026, selling an estimated $216K and leaving 31,280 shares worth $2.74M. The position accounts for 1.11% of the portfolio, ranked #24.

RHS Financial first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.07M in Q4 2019. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

RHS Financial held 31,280 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.74M as of Q2 2026.
RHS Financial sold 2,385 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $216K.
iShares MSCI EAFE Min Vol Factor ETF made up 1.11% of RHS Financial's portfolio in Q2 2026, its #24 holding.
RHS Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
RHS Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.07M in Q4 2019.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.