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

Root Financial Partners’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 		$128K Sell
1,405
-1
-0.1% -$90 0.01% 473
2025
Q4 		$121K Buy
1,406
+3
+0.2% +$256 0.01% 406
2025
Q3 		$119K Buy
+1,403
New +$118K 0.01% 389

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

Root Financial Partners's EFAV Position: Q1 2026 in Review

Root Financial Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.07% in Q1 2026, selling an estimated $90 and leaving 1,405 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #473.

Root Financial Partners first reported a position in EFAV in Q3 2025 and has held it in 3 quarters since. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Root Financial Partners held 1,405 shares of iShares MSCI EAFE Min Vol Factor ETF worth $128K as of Q1 2026.
  • Root Financial Partners sold 1 iShares MSCI EAFE Min Vol Factor ETF share in Q1 2026, an estimated $90.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #473 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.