Sax Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sax Wealth 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
2026 Q2	$1.33M	Buy	+14,516	New	+$1.32M	0.05%	191
2023 Q4	–	Sell	-3,610	Closed	-$235K	–	191
2023 Q3	$235K	Hold	3,610	–	–	0.05%	158
2023 Q2	$244K	Hold	3,610	–	–	0.05%	149
2023 Q1	$244K	Hold	3,610	–	–	0.05%	149
2022 Q4	$230K	Sell	3,610 -550	-13%	-$33.6K	0.05%	146
2022 Q3	$237K	Hold	4,160	–	–	0.06%	144
2022 Q2	$263K	Hold	4,160	–	–	0.07%	141
2022 Q1	$300K	Sell	4,160 -18,820	-82%	-$1.37M	0.07%	140
2021 Q4	$1.76M	Hold	22,980	–	–	0.37%	49
2021 Q3	$1.73M	Hold	22,980	–	–	0.41%	47
2021 Q2	$1.74M	Sell	22,980 -150	-0.6%	-$11.3K	0.6%	43
2021 Q1	$1.69M	Buy	23,130 +1,410	+6%	+$103K	0.62%	43
2020 Q4	$1.59M	Buy	+21,720	New	+$1.53M	0.73%	39

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

Sax Wealth Advisors's EFAV Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 14,516 shares worth $1.33M. The stake represents 0.05% of the portfolio and ranks #191 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in EFAV as recently as Q3 2023.

Sax Wealth Advisors first reported a position in EFAV in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.76M in Q4 2021. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Sax Wealth Advisors held 14,516 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.33M as of Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Sax Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 13 quarters since.
Sax Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.76M in Q4 2021.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.