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Shufro Rose & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Shufro Rose & Co’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 		$2.3M Buy
26,178
+96
+0.4% +$8.71K 0.13% 76
2026
Q1 		$2.38M Buy
26,082
+575
+2% +$51.9K 0.16% 72
2025
Q4 		$2.2M Buy
25,507
+7,277
+40% +$622K 0.15% 74
2025
Q3 		$1.42M Sell
18,230
-149
-0.8% -$12.6K 0.12% 99
2025
Q2 		$1.43M Sell
18,379
-114
-0.6% -$9.33K 0.12% 101
2025
Q1 		$1.44M Sell
18,493
-283
-2% -$21.1K 0.11% 99
2024
Q4 		$1.33M Buy
18,776
+4,271
+29% +$314K 0.1% 100
2024
Q3 		$1.01M Hold
14,505
– – 0.08% 112
2024
Q2 		$1.01M Buy
14,505
+977
+7% +$68.6K 0.08% 112
2024
Q1 		$959K Buy
13,528
+1,621
+14% +$113K 0.08% 114
2023
Q4 		$777K Sell
11,907
-90
-0.8% -$5.96K 0.07% 123
2023
Q3 		$782K Buy
11,997
+935
+8% +$62.8K 0.07% 123
2023
Q2 		$747K Buy
11,062
+2,192
+25% +$151K 0.07% 128
2023
Q1 		$600K Buy
8,870
+3,191
+56% +$210K 0.06% 153
2022
Q4 		$361K Buy
5,679
+834
+17% +$51K 0.03% 207
2022
Q3 		$276K Buy
4,845
+1,138
+31% +$71.4K 0.03% 230
2022
Q2 		$235K Buy
3,707
+329
+10% +$22.1K 0.02% 257
2022
Q1 		$244K Buy
3,378
+638
+23% +$46.3K 0.02% 259
2021
Q4 		$210K Buy
+2,740
New +$209K 0.02% 274

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

Shufro Rose & Co's EFAV Position: Q2 2026 in Review

Shufro Rose & Co increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.37% in Q2 2026, buying an estimated $8.71K and bringing the position to 26,178 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #76.

Shufro Rose & Co first reported a position in EFAV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.38M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Shufro Rose & Co held 26,178 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.3M as of Q2 2026.
  • Shufro Rose & Co bought 96 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $8.71K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.13% of Shufro Rose & Co's portfolio in Q2 2026, its #76 holding.
  • Shufro Rose & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Shufro Rose & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.38M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.