SimplyRich’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17M | Sell |
186,312
-4,543
| -2% | -$410K | 4.35% | 5 |
|
|
2025
Q4 | $16.5M | Buy |
190,855
+751
| +0.4% | +$64.2K | 4.3% | 5 |
|
|
2025
Q3 | $16.1M | Sell |
190,104
-13,352
| -7% | -$1.13M | 4.35% | 4 |
|
|
2025
Q2 | $17.1M | Sell |
203,456
-30
| -0% | -$2.46K | 4.77% | 4 |
|
|
2025
Q1 | $15.9M | Buy |
203,486
+1,537
| +0.8% | +$115K | 4.59% | 3 |
|
|
2024
Q4 | $14.3M | Buy |
201,949
+5,609
| +3% | +$413K | 4.08% | 5 |
|
|
2024
Q3 | $15.1M | Buy |
196,340
+1,368
| +0.7% | +$101K | 4.2% | 5 |
|
|
2024
Q2 | $13.5M | Buy |
194,972
+5,789
| +3% | +$406K | 4.28% | 5 |
|
|
2024
Q1 | $13.4M | Buy |
189,183
+1,161
| +0.6% | +$80.8K | 4.33% | 5 |
|
|
2023
Q4 | $13M | Buy |
+188,022
| New | +$12.5M | 4.48% | 5 |
|
|
2023
Q3 | – | Sell |
-180,800
| Closed | -$12.2M | – | 153 |
|
|
2023
Q2 | $12.2M | Buy |
180,800
+12,707
| +8% | +$876K | 4.35% | 4 |
|
|
2023
Q1 | $11.4M | Sell |
168,093
-647
| -0.4% | -$42.6K | 4.27% | 4 |
|
|
2022
Q4 | $10.7M | Sell |
168,740
-416
| -0.2% | -$25.4K | 4.27% | 4 |
|
|
2022
Q3 | $9.64M | Sell |
169,156
-3,178
| -2% | -$199K | 4.34% | 5 |
|
|
2022
Q2 | $10.9M | Buy |
172,334
+423
| +0.2% | +$28.4K | 4.53% | 5 |
|
|
2022
Q1 | $12.4M | Buy |
171,911
+880
| +0.5% | +$63.9K | 4.34% | 5 |
|
|
2021
Q4 | $13.1M | Buy |
171,031
+12,522
| +8% | +$955K | 4.36% | 5 |
|
|
2021
Q3 | $11.9M | Buy |
+158,509
| New | +$12.3M | 4.35% | 5 |
|
|
2021
Q2 | – | Sell |
-145,893
| Closed | -$10.6M | – | 169 |
|
|
2021
Q1 | $10.6M | Buy |
145,893
+3,606
| +3% | +$265K | 4.23% | 5 |
|
|
2020
Q4 | $10.4M | Sell |
142,287
-493
| -0.3% | -$34.7K | 4.67% | 4 |
|
|
2020
Q3 | $9.73M | Sell |
142,780
-887
| -0.6% | -$60.4K | 4.88% | 4 |
|
|
2020
Q2 | $9.49M | Buy |
143,667
+10,379
| +8% | +$674K | 5.22% | 4 |
|
|
2020
Q1 | $8.38M | Sell |
133,288
-841
| -0.6% | -$59.1K | 5.58% | 2 |
|
|
2019
Q4 | $9.97M | Buy |
134,129
+1,184
| +0.9% | +$88.2K | 5.01% | 3 |
|
|
2019
Q3 | $9.75M | Buy |
132,945
+5,188
| +4% | +$376K | 5.32% | 2 |
|
|
2019
Q2 | $9.28M | Buy |
127,757
+1,152
| +0.9% | +$82.8K | 5.13% | 3 |
|
|
2019
Q1 | $9.12M | Buy |
126,605
+5,039
| +4% | +$353K | 7.42% | 3 |
|
|
2018
Q4 | $8.1M | Buy |
121,566
+13,512
| +13% | +$929K | 7.44% | 1 |
|
|
2018
Q3 | $7.87M | Buy |
108,054
+1,137
| +1% | +$82K | 4.29% | 2 |
|
|
2018
Q2 | $7.61M | Buy |
106,917
+452
| +0.4% | +$33.2K | 4.37% | 2 |
|
|
2018
Q1 | $7.84M | Buy |
106,465
+5,022
| +5% | +$371K | 4.38% | 2 |
|
|
2017
Q4 | $7.4M | Buy |
+101,443
| New | +$7.31M | 4.14% | 2 |
|
Other funds holding EFAV
WBG
SAM
SimplyRich's EFAV Position: Q1 2026 in Review
SimplyRich reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.4% in Q1 2026, selling an estimated $410K and leaving 186,312 shares worth $17M. The position accounts for 4.35% of the portfolio, ranked #5.
SimplyRich first reported a position in EFAV in Q4 2017 and has held it in 32 quarters since. The position peaked at $17.1M in Q2 2025. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.
- SimplyRich held 186,312 shares of iShares MSCI EAFE Min Vol Factor ETF worth $17M as of Q1 2026.
- SimplyRich sold 4,543 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $410K.
- iShares MSCI EAFE Min Vol Factor ETF made up 4.35% of SimplyRich's portfolio in Q1 2026, its #5 holding.
- SimplyRich first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 32 quarters since.
- SimplyRich's iShares MSCI EAFE Min Vol Factor ETF position peaked at $17.1M in Q2 2025.
- 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.