SRWM
EFAV icon

Shira Ridge Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Shira Ridge Wealth Management’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 		$975K Sell
11,111
-102
-0.9% -$9.26K 0.34% 36
2026
Q1 		$1.02M Sell
11,213
-179
-2% -$16.2K 0.41% 34
2025
Q4 		$983K Sell
11,392
-308
-3% -$26.3K 0.39% 35
2025
Q3 		$993K Sell
11,700
-55
-0.5% -$4.64K 0.42% 34
2025
Q2 		$988K Buy
11,755
+65
+0.6% +$5.32K 0.45% 34
2025
Q1 		$911K Buy
11,690
+5
+0% +$373 0.45% 34
2024
Q4 		$826K Sell
11,685
-301
-3% -$22.2K 0.4% 35
2024
Q3 		$919K Sell
11,986
-469
-4% -$34.6K 0.47% 33
2024
Q2 		$864K Sell
12,455
-242
-2% -$17K 0.48% 33
2024
Q1 		$900K Buy
12,697
+260
+2% +$18.1K 0.52% 31
2023
Q4 		$862K Sell
12,437
-1,221
-9% -$80.9K 0.52% 33
2023
Q3 		$891K Buy
13,658
+567
+4% +$38.1K 0.59% 30
2023
Q2 		$884K Sell
13,091
-57
-0.4% -$3.93K 0.55% 29
2023
Q1 		$889K Buy
13,148
+42
+0.3% +$2.77K 0.59% 28
2022
Q4 		$833K Buy
+13,106
New +$801K 0.57% 28

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

Shira Ridge Wealth Management's EFAV Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.91% in Q2 2026, selling an estimated $9.26K and leaving 11,111 shares worth $975K. The position accounts for 0.34% of the portfolio, ranked #36.

Shira Ridge Wealth Management first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Shira Ridge Wealth Management held 11,111 shares of iShares MSCI EAFE Min Vol Factor ETF worth $975K as of Q2 2026.
  • Shira Ridge Wealth Management sold 102 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $9.26K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.34% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Shira Ridge Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.02M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.