RWA Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

RWA Wealth 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	$4.64M	Buy	52,845 +9,276	+21%	+$842K	0.04%	180
2026 Q1	$3.98M	Sell	43,569 -5,344	-11%	-$483K	0.04%	192
2025 Q4	$4.22M	Sell	48,913 -5,940	-11%	-$508K	0.05%	184
2025 Q3	$4.65M	Buy	+54,853	New	+$4.63M	0.05%	181
2025 Q2	–	Sell	-57,459	Closed	-$4.48M	–	598
2025 Q1	$4.48M	Sell	57,459 -6,470	-10%	-$483K	0.06%	161
2024 Q4	$4.52M	Sell	63,929 -2,128	-3%	-$157K	0.06%	156
2024 Q3	$5.07M	Buy	+66,057	New	+$4.88M	0.06%	150
2024 Q2	–	Sell	-68,342	Closed	-$4.84M	–	553
2024 Q1	$4.84M	Sell	68,342 -1,542	-2%	-$107K	0.07%	150
2023 Q4	$4.85M	Buy	+69,884	New	+$4.63M	0.07%	136
2018 Q3	–	Sell	-492	Closed	-$35K	–	368
2018 Q2	$35K	Hold	492	–	–	﹤0.01%	464
2018 Q1	$36K	Buy	+492	New	+$36.3K	﹤0.01%	370

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

RWA Wealth Partners's EFAV Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 21% in Q2 2026, buying an estimated $842K and bringing the position to 52,845 shares worth $4.64M. The position accounts for 0.04% of the portfolio, ranked #180.

RWA Wealth Partners first reported a position in EFAV in Q1 2018 and has held it in 11 quarters since. The position peaked at $5.07M in Q3 2024. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

RWA Wealth Partners held 52,845 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.64M as of Q2 2026.
RWA Wealth Partners bought 9,276 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $842K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of RWA Wealth Partners's portfolio in Q2 2026, its #180 holding.
RWA Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and has held it in 11 quarters since.
RWA Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.07M in Q3 2024.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.