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Running Point Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		$73.2K Buy
849
+2
+0.2% +$171 0.02% 142
2025
Q3 		$71.9K Hold
847
– – 0.02% 144
2025
Q2 		$71.2K Buy
847
+62
+8% +$5.07K 0.02% 134
2025
Q1 		$61.2K Sell
785
-457
-37% -$34.1K 0.02% 132
2024
Q4 		$87.8K Hold
1,242
– – 0.03% 118
2024
Q3 		$95.3K Hold
1,242
– – 0.04% 105
2024
Q2 		$86.1K Sell
1,242
-536
-30% -$37.6K 0.04% 102
2024
Q1 		$126K Hold
1,778
– – 0.06% 97
2023
Q4 		$123K Sell
1,778
-5,986
-77% -$397K 0.06% 105
2023
Q3 		$506K Hold
7,764
– – 0.29% 55
2023
Q2 		$524K Hold
7,764
– – 0.29% 55
2023
Q1 		$525K Sell
7,764
-506
-6% -$33.3K 0.32% 52
2022
Q4 		$526K Sell
8,270
-3,190
-28% -$195K 0.32% 49
2022
Q3 		$653K Sell
11,460
-7,351
-39% -$461K 0.43% 41
2022
Q2 		$1.19M Sell
18,811
-963
-5% -$64.7K 0.76% 25
2022
Q1 		$1.43M Sell
19,774
-1,346
-6% -$97.7K 0.83% 21
2021
Q4 		$1.62M Sell
21,120
-14,097
-40% -$1.07M 0.97% 19
2021
Q3 		$2.65M Sell
35,217
-4,270
-11% -$332K 1.18% 23
2021
Q2 		$2.98M Sell
39,487
-380
-1% -$28.6K 1.36% 22
2021
Q1 		$2.91M Buy
39,867
+7,148
+22% +$525K 1.61% 19
2020
Q4 		$2.4M Buy
+32,719
New +$2.31M 1.4% 23

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Running Point Capital Advisors's EFAV Position: Q4 2025 in Review

Running Point Capital Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.24% in Q4 2025, buying an estimated $171 and bringing the position to 849 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #142.

Running Point Capital Advisors first reported a position in EFAV in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.98M in Q2 2021. 537 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

  • Running Point Capital Advisors held 849 shares of iShares MSCI EAFE Min Vol Factor ETF worth $73.2K as of Q4 2025.
  • Running Point Capital Advisors bought 2 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $171.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Running Point Capital Advisors's portfolio in Q4 2025, its #142 holding.
  • Running Point Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.98M in Q2 2021.
  • 537 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.