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 Q2	–	Sell	-2,706	Closed	-$247K	–	170
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 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

Richmond Investment Services's EFAV Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 2,706 shares — an estimated $247K sold.

Richmond Investment Services first reported a position in EFAV in Q2 2025 and held it in 4 quarters. The position peaked at $247K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Richmond Investment Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 2,706 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $247K.
Richmond Investment Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $247K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.