SFA
EFAV icon

Sequoia Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sequoia Financial 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 		$2.5M Sell
28,495
-8,668
-23% -$787K 0.01% 536
2026
Q1 		$3.4M Sell
37,163
-7,291
-16% -$659K 0.02% 424
2025
Q4 		$3.83M Sell
44,454
-7,943
-15% -$679K 0.02% 383
2025
Q3 		$4.44M Buy
52,397
+29,269
+127% +$2.47M 0.03% 324
2025
Q2 		$1.94M Sell
23,128
-11,611
-33% -$950K 0.01% 483
2025
Q1 		$2.71M Sell
34,739
-12,674
-27% -$946K 0.02% 379
2024
Q4 		$3.35M Buy
47,413
+44,040
+1,306% +$3.24M 0.03% 312
2024
Q3 		$259K Buy
3,373
+278
+9% +$20.5K ﹤0.01% 1041
2024
Q2 		$215K Sell
3,095
-465
-13% -$32.6K ﹤0.01% 1072
2024
Q1 		$252K Sell
3,560
-29
-0.8% -$2.02K ﹤0.01% 938
2023
Q4 		$249K Buy
3,589
+97
+3% +$6.43K ﹤0.01% 1009
2023
Q3 		$228K Buy
3,492
+152
+5% +$10.2K ﹤0.01% 807
2023
Q2 		$225K Sell
3,340
-400
-11% -$27.6K ﹤0.01% 815
2023
Q1 		$253K Hold
3,740
– – 0.01% 688
2022
Q4 		$238K Buy
3,740
+160
+4% +$9.78K 0.01% 664
2022
Q3 		$204K Sell
3,580
-187
-5% -$11.7K 0.01% 487
2022
Q2 		$239K Buy
3,767
+27
+0.7% +$1.81K 0.01% 502
2022
Q1 		$270K Buy
3,740
+160
+4% +$11.6K 0.01% 530
2021
Q4 		$275K Buy
+3,580
New +$273K 0.01% 460
2017
Q1 		– Sell
-11,268
Closed -$690K – 293
2016
Q4 		$690K Sell
11,268
-2,289
-17% -$145K 0.1% 119
2016
Q3 		$917K Buy
13,557
+2,535
+23% +$171K 0.17% 85
2016
Q2 		$732K Buy
+11,022
New +$737K 0.21% 87

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

Sequoia Financial Advisors's EFAV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 23% in Q2 2026, selling an estimated $787K and leaving 28,495 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #536.

Sequoia Financial Advisors first reported a position in EFAV in Q2 2016 and has held it in 22 quarters since. The position peaked at $4.44M in Q3 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Sequoia Financial Advisors held 28,495 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 8,668 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $787K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #536 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and has held it in 22 quarters since.
  • Sequoia Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.44M in Q3 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.