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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
Q2 		– Sell
-1,405
Closed -$128K – 1205
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

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

Root Financial Partners's EFAV Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 1,405 shares — an estimated $128K sold.

Root Financial Partners first reported a position in EFAV in Q3 2025 and held it in 3 quarters. The position peaked at $128K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,405 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $128K.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $128K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.