Spirepoint Private Client’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Spirepoint Private Client’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	$782K	Hold	8,920	–	–	0.06%	153
2026 Q1	$815K	Hold	8,920	–	–	0.08%	142
2025 Q4	$769K	Hold	8,920	–	–	0.07%	134
2025 Q3	$757K	Hold	8,920	–	–	0.08%	137
2025 Q2	$750K	Hold	8,920	–	–	0.08%	126
2025 Q1	$695K	Hold	8,920	–	–	0.09%	115
2024 Q4	$631K	Hold	8,920	–	–	0.08%	126
2024 Q3	$684K	Hold	8,920	–	–	0.09%	119
2024 Q2	$619K	Hold	8,920	–	–	0.09%	123
2024 Q1	$632K	Buy	+8,920	New	+$621K	0.1%	116

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

Spirepoint Private Client's EFAV Position: Q2 2026 in Review

Spirepoint Private Client held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 8,920 shares worth $782K. The position accounts for 0.06% of the portfolio, ranked #153.

Spirepoint Private Client first reported a position in EFAV in Q1 2024 and has held it in 10 quarters since. The position peaked at $815K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Spirepoint Private Client held 8,920 shares of iShares MSCI EAFE Min Vol Factor ETF worth $782K as of Q2 2026.
Spirepoint Private Client left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Spirepoint Private Client's portfolio in Q2 2026, its #153 holding.
Spirepoint Private Client first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's iShares MSCI EAFE Min Vol Factor ETF position peaked at $815K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.