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Spire Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Spire Wealth 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 		$25.8K Sell
294
-59
-17% -$5.35K ﹤0.01% 1371
2026
Q1 		$32.3K Buy
353
+36
+11% +$3.25K ﹤0.01% 1290
2025
Q4 		$27.3K Buy
317
+61
+24% +$5.21K ﹤0.01% 1365
2025
Q3 		$21.7K Hold
256
– – ﹤0.01% 1503
2025
Q2 		$21.5K Sell
256
-138
-35% -$11.3K ﹤0.01% 1493
2025
Q1 		$30.7K Hold
394
– – ﹤0.01% 1462
2024
Q4 		$27.8K Sell
394
-1
-0.3% -$74 ﹤0.01% 1507
2024
Q3 		$30.3K Sell
395
-131
-25% -$9.68K ﹤0.01% 1307
2024
Q2 		$36.5K Sell
526
-3,744
-88% -$263K ﹤0.01% 1229
2024
Q1 		$303K Sell
4,270
-113
-3% -$7.86K 0.01% 662
2023
Q4 		$301K Buy
4,383
+2
+0% +$133 0.01% 646
2023
Q3 		$286K Sell
4,381
-728
-14% -$48.9K 0.01% 604
2023
Q2 		$345K Sell
5,109
-13
-0.3% -$896 0.01% 581
2023
Q1 		$347K Sell
5,122
-159
-3% -$10.5K 0.01% 583
2022
Q4 		$336K Sell
5,281
-201
-4% -$12.3K 0.02% 437
2022
Q3 		$313K Sell
5,482
-20,068
-79% -$1.26M 0.02% 428
2022
Q2 		$1.62M Sell
25,550
-6,195
-20% -$416K 0.07% 239
2022
Q1 		$2.29M Buy
31,745
+838
+3% +$60.8K 0.06% 248
2021
Q4 		$2.37M Buy
30,907
+2,088
+7% +$159K 0.05% 280
2021
Q3 		$2.17M Sell
28,819
-7,943
-22% -$617K 0.06% 267
2021
Q2 		$2.6M Sell
36,762
-1,006
-3% -$75.8K 0.07% 247
2021
Q1 		$2.8M Buy
+37,768
New +$2.77M 0.07% 224

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

Spire Wealth Management's EFAV Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 17% in Q2 2026, selling an estimated $5.35K and leaving 294 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Spire Wealth Management first reported a position in EFAV in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.8M in Q1 2021. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Spire Wealth Management held 294 shares of iShares MSCI EAFE Min Vol Factor ETF worth $25.8K as of Q2 2026.
  • Spire Wealth Management sold 59 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $5.35K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1371 holding.
  • Spire Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.8M in Q1 2021.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.