Stablepoint Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Stablepoint Partners’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	$309K	Sell	3,528 -467	-12%	-$42.4K	0.04%	220
2026 Q1	$365K	Sell	3,995 -83	-2%	-$7.5K	0.05%	211
2025 Q4	$352K	Sell	4,078 -606	-13%	-$51.8K	0.05%	208
2025 Q3	$397K	Sell	4,684 -236	-5%	-$19.9K	0.06%	197
2025 Q2	$414K	Sell	4,920 -116	-2%	-$9.49K	0.07%	194
2025 Q1	$392K	Sell	5,036 -113	-2%	-$8.44K	0.07%	195
2024 Q4	$364K	Sell	5,149 -7	-0.1%	-$515	0.07%	201
2024 Q3	$395K	Hold	5,156	–	–	0.07%	196
2024 Q2	$373K	Sell	5,156 -192	-4%	-$13.5K	0.07%	200
2024 Q1	$379K	Buy	5,348 +848	+19%	+$59K	0.08%	195
2023 Q4	$312K	Buy	+4,500	New	+$298K	0.08%	196

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

Stablepoint Partners's EFAV Position: Q2 2026 in Review

Stablepoint Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 12% in Q2 2026, selling an estimated $42.4K and leaving 3,528 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #220.

Stablepoint Partners first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $414K in Q2 2025. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Stablepoint Partners held 3,528 shares of iShares MSCI EAFE Min Vol Factor ETF worth $309K as of Q2 2026.
Stablepoint Partners sold 467 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $42.4K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Stablepoint Partners's portfolio in Q2 2026, its #220 holding.
Stablepoint Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Stablepoint Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $414K in Q2 2025.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.