Smartleaf Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Smartleaf Asset 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	$268K	Hold	3,046	–	–	0.01%	723
2026 Q1	$273K	Hold	3,046	–	–	0.01%	686
2025 Q4	$264K	Buy	3,046 +521	+21%	+$44.5K	0.01%	690
2025 Q3	$213K	Hold	2,525	–	–	0.01%	704
2025 Q2	$211K	Buy	2,525 +70	+3%	+$5.73K	0.02%	562
2025 Q1	$192K	Hold	2,455	–	–	0.02%	590
2024 Q4	$173K	Hold	2,455	–	–	0.02%	591
2024 Q3	$189K	Hold	2,455	–	–	0.02%	507
2024 Q2	$170K	Hold	2,455	–	–	0.03%	432
2024 Q1	$175K	Hold	2,455	–	–	0.03%	391
2023 Q4	$169K	Buy	+2,455	New	+$163K	0.05%	340

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Smartleaf Asset Management's EFAV Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 3,046 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #723.

Smartleaf Asset Management first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $273K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Smartleaf Asset Management held 3,046 shares of iShares MSCI EAFE Min Vol Factor ETF worth $268K as of Q2 2026.
Smartleaf Asset Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #723 holding.
Smartleaf Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $273K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.