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Samalin Investment Counsel’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Samalin Investment Counsel’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 		$3.52M Buy
40,162
+243
+0.6% +$22.1K 1.1% 20
2026
Q1 		$3.65M Buy
39,919
+292
+0.7% +$26.4K 1.29% 10
2025
Q4 		$3.42M Buy
39,627
+2,636
+7% +$225K 1.21% 13
2025
Q3 		$3.14M Buy
36,991
+1,027
+3% +$86.7K 1.08% 14
2025
Q2 		$3.02M Sell
35,964
-436
-1% -$35.7K 1.16% 12
2025
Q1 		$2.84M Sell
36,400
-4,805
-12% -$359K 1.15% 14
2024
Q4 		$2.91M Sell
41,205
-3,312
-7% -$244K 1.25% 11
2024
Q3 		$3.41M Sell
44,517
-1,760
-4% -$130K 1.49% 8
2024
Q2 		$3.21M Buy
46,277
+5,203
+13% +$365K 1.5% 7
2024
Q1 		$2.91M Sell
41,074
-125
-0.3% -$8.7K 1.39% 8
2023
Q4 		$2.86M Sell
41,199
-230
-0.6% -$15.2K 1.44% 6
2023
Q3 		$2.7M Sell
41,429
-12,799
-24% -$860K 1.55% 7
2023
Q2 		$3.66M Buy
54,228
+2,734
+5% +$189K 1.98% 4
2023
Q1 		$3.48M Buy
51,494
+561
+1% +$36.9K 2.1% 3
2022
Q4 		$3.24M Sell
50,933
-506
-1% -$30.9K 2.05% 3
2022
Q3 		$2.93M Buy
51,439
+5,961
+13% +$374K 2.15% 3
2022
Q2 		$2.88M Buy
45,478
+18
+0% +$1.21K 2.03% 4
2022
Q1 		$3.28M Buy
45,460
+3,222
+8% +$234K 1.99% 6
2021
Q4 		$3.24M Buy
42,238
+4,241
+11% +$323K 1.95% 6
2021
Q3 		$2.86M Sell
37,997
-1,221
-3% -$94.8K 1.86% 7
2021
Q2 		$2.96M Sell
39,218
-2,493
-6% -$188K 1.92% 6
2021
Q1 		$3.04M Buy
41,711
+2,816
+7% +$207K 2.04% 6
2020
Q4 		$2.85M Buy
38,895
+1,696
+5% +$119K 2.14% 4
2020
Q3 		$2.53M Sell
37,199
-1,090
-3% -$74.2K 2.26% 4
2020
Q2 		$2.53M Buy
38,289
+907
+2% +$58.9K 2.65% 5
2020
Q1 		$2.32M Buy
37,382
+936
+3% +$65.8K 3.1% 5
2019
Q4 		$2.72M Buy
+36,446
New +$2.72M 2.28% 5

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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

Samalin Investment Counsel's EFAV Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.61% in Q2 2026, buying an estimated $22.1K and bringing the position to 40,162 shares worth $3.52M. The position accounts for 1.1% of the portfolio, ranked #20.

Samalin Investment Counsel first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.66M in Q2 2023. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Samalin Investment Counsel held 40,162 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.52M as of Q2 2026.
  • Samalin Investment Counsel bought 243 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $22.1K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 1.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #20 holding.
  • Samalin Investment Counsel first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.66M in Q2 2023.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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