Savvy Advisors Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Savvy Advisors Inc’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	$629K	Sell	7,170 -1,324	-16%	-$120K	0.01%	691
2026 Q1	$776K	Sell	8,494 -346	-4%	-$31.3K	0.02%	507
2025 Q4	$762K	Buy	8,840 +974	+12%	+$83.2K	0.02%	432
2025 Q3	$667K	Buy	7,866 +5,067	+181%	+$428K	0.03%	359
2025 Q2	$235K	Buy	+2,799	New	+$229K	0.02%	544

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 22.9% 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

Savvy Advisors Inc's EFAV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 16% in Q2 2026, selling an estimated $120K and leaving 7,170 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #691.

Savvy Advisors Inc first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $776K in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Savvy Advisors Inc held 7,170 shares of iShares MSCI EAFE Min Vol Factor ETF worth $629K as of Q2 2026.
Savvy Advisors Inc sold 1,324 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $120K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #691 holding.
Savvy Advisors Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Savvy Advisors Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $776K in Q1 2026.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.