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Sowell Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sowell Financial Services’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 		$292K Sell
3,332
-106
-3% -$9.62K 0.01% 881
2026
Q1 		$314K Buy
3,438
+257
+8% +$23.2K 0.01% 818
2025
Q4 		$274K Sell
3,181
-66
-2% -$5.64K 0.01% 864
2025
Q3 		$275K Sell
3,247
-14
-0.4% -$1.18K 0.01% 840
2025
Q2 		$274K Buy
3,261
+13
+0.4% +$1.06K 0.01% 825
2025
Q1 		$253K Buy
+3,248
New +$242K 0.01% 839
2024
Q4 		– Sell
-11,541
Closed -$885K – 532
2024
Q3 		$885K Buy
+11,541
New +$852K 0.04% 357
2023
Q3 		– Sell
-10,269
Closed -$693K – 527
2023
Q2 		$693K Buy
10,269
+6,706
+188% +$462K 0.04% 411
2023
Q1 		$241K Sell
3,563
-6,903
-66% -$454K 0.02% 637
2022
Q4 		$665K Buy
+10,466
New +$639K 0.04% 387
2021
Q3 		– Sell
-10,085
Closed -$762K – 489
2021
Q2 		$762K Sell
10,085
-11,090
-52% -$836K 0.05% 357
2021
Q1 		$1.59M Sell
21,175
-4,485
-17% -$329K 0.06% 289
2020
Q4 		$1.88M Sell
25,660
-1,463
-5% -$103K 0.08% 216
2020
Q3 		$1.85M Sell
27,123
-995
-4% -$67.7K 0.09% 193
2020
Q2 		$1.86M Sell
28,118
-45,067
-62% -$2.92M 0.1% 183
2020
Q1 		$4.54M Buy
73,185
+47,939
+190% +$3.37M 0.34% 75
2019
Q4 		$1.88M Buy
25,246
+721
+3% +$53.7K 0.14% 155
2019
Q3 		$1.8M Buy
+24,525
New +$1.78M 0.15% 145
2019
Q1 		$1.93M Sell
26,802
-1,925
-7% -$135K 0.22% 100
2018
Q4 		$1.92M Buy
+28,727
New +$1.97M 0.27% 81

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

Sowell Financial Services's EFAV Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.1% in Q2 2026, selling an estimated $9.62K and leaving 3,332 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #881.

Sowell Financial Services first reported a position in EFAV in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.54M in Q1 2020. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Sowell Financial Services held 3,332 shares of iShares MSCI EAFE Min Vol Factor ETF worth $292K as of Q2 2026.
  • Sowell Financial Services sold 106 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $9.62K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #881 holding.
  • Sowell Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 20 quarters since.
  • Sowell Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.54M in Q1 2020.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.