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Richmond Investment Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Richmond Investment 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
Q1 		$247K Hold
2,706
– – 0.04% 228
2025
Q4 		$233K Buy
2,706
+16
+0.6% +$1.37K 0.04% 210
2025
Q3 		$228K Hold
2,690
– – 0.04% 207
2025
Q2 		$226K Buy
+2,690
New +$220K 0.05% 193

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Richmond Investment Services's EFAV Position: Q1 2026 in Review

Richmond Investment Services held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 2,706 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #228.

Richmond Investment Services first reported a position in EFAV in Q2 2025 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Richmond Investment Services held 2,706 shares of iShares MSCI EAFE Min Vol Factor ETF worth $247K as of Q1 2026.
  • Richmond Investment Services left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Richmond Investment Services's portfolio in Q1 2026, its #228 holding.
  • Richmond Investment Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.