Sensible Money’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sensible Money’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 Q1	$218K	Hold	2,382	–	–	0.07%	81
2025 Q4	$205K	Hold	2,382	–	–	0.07%	85
2025 Q3	$202K	Hold	2,382	–	–	0.07%	87
2025 Q2	$200K	Buy	+2,382	New	+$195K	0.08%	86
2023 Q3	–	Sell	-4,427	Closed	-$299K	–	74
2023 Q2	$299K	Hold	4,427	–	–	0.22%	53
2023 Q1	$299K	Hold	4,427	–	–	0.26%	49
2022 Q4	$281K	Buy	+4,427	New	+$270K	0.3%	50

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Sensible Money's EFAV Position: Q1 2026 in Review

Sensible Money held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 2,382 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #81.

Sensible Money first reported a position in EFAV in Q4 2022 and has held it in 7 quarters since. The position peaked at $299K in Q1 2023. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Sensible Money held 2,382 shares of iShares MSCI EAFE Min Vol Factor ETF worth $218K as of Q1 2026.
Sensible Money left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Sensible Money's portfolio in Q1 2026, its #81 holding.
Sensible Money first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 7 quarters since.
Sensible Money's iShares MSCI EAFE Min Vol Factor ETF position peaked at $299K in Q1 2023.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.