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Silver Oak Securities’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Silver Oak Securities’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 		– Sell
-14,380
Closed -$1.31M – 842
2026
Q1 		$1.31M Buy
+14,380
New +$1.3M 0.1% 214

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

Silver Oak Securities's EFAV Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 14,380 shares — an estimated $1.31M sold.

Silver Oak Securities first reported a position in EFAV in Q1 2026 and held it in 1 quarter. The position peaked at $1.31M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Silver Oak Securities reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 14,380 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.31M.
  • Silver Oak Securities first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Silver Oak Securities's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.31M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.