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

Richardson 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	$384K	Sell	4,376 -146	-3%	-$13.2K	0.22%	104
2026 Q1	$413K	Sell	4,522 -326	-7%	-$29.4K	0.26%	90
2025 Q4	$418K	Sell	4,848 -1,060	-18%	-$90.6K	0.14%	95
2025 Q3	$501K	Buy	5,908 +24	+0.4%	+$2.03K	0.31%	79
2025 Q2	$496K	Buy	5,884 +2,634	+81%	+$216K	0.33%	85
2025 Q1	$253K	Buy	3,250 +483	+17%	+$36.1K	0.19%	127
2024 Q4	$195K	Sell	2,767 -459	-14%	-$33.8K	0.14%	138
2024 Q3	$225K	Buy	3,226 +168	+5%	+$12.4K	0.14%	136
2024 Q2	$212K	Sell	3,058 -143	-4%	-$10K	0.15%	134
2024 Q1	$227K	Buy	3,201 +787	+33%	+$54.7K	0.16%	135
2023 Q4	$167K	Buy	+2,414	New	+$160K	0.15%	143

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

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

Richardson Financial Services reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.2% in Q2 2026, selling an estimated $13.2K and leaving 4,376 shares worth $384K. The position accounts for 0.22% of the portfolio, ranked #104.

Richardson Financial Services first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $501K in Q3 2025. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Richardson Financial Services held 4,376 shares of iShares MSCI EAFE Min Vol Factor ETF worth $384K as of Q2 2026.
Richardson Financial Services sold 146 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $13.2K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.22% of Richardson Financial Services's portfolio in Q2 2026, its #104 holding.
Richardson Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $501K in Q3 2025.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.