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

SteelPeak Wealth’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 		$336K Buy
3,836
+188
+5% +$17.1K 0.01% 498
2026
Q1 		$333K Buy
3,648
+245
+7% +$22.1K 0.01% 442
2025
Q4 		$294K Sell
3,403
-93
-3% -$7.95K 0.01% 436
2025
Q3 		$297K Sell
3,496
-28
-0.8% -$2.36K 0.01% 468
2025
Q2 		$296K Sell
3,524
-115
-3% -$9.41K 0.01% 424
2025
Q1 		$284K Buy
3,639
+27
+0.7% +$2.02K 0.01% 425
2024
Q4 		$255K Sell
3,612
-197
-5% -$14.5K 0.01% 445
2024
Q3 		$292K Sell
3,809
-77
-2% -$5.69K 0.01% 396
2024
Q2 		$270K Sell
3,886
-157
-4% -$11K 0.01% 405
2024
Q1 		$287K Sell
4,043
-976
-19% -$67.9K 0.01% 371
2023
Q4 		$348K Sell
5,019
-518
-9% -$34.3K 0.02% 323
2023
Q3 		$361K Sell
5,537
-226
-4% -$15.2K 0.02% 300
2023
Q2 		$389K Sell
5,763
-19
-0.3% -$1.31K 0.02% 284
2023
Q1 		$391K Sell
5,782
-16,340
-74% -$1.08M 0.03% 268
2022
Q4 		$1.41M Buy
22,122
+16,286
+279% +$995K 0.1% 151
2022
Q3 		$333K Sell
5,836
-272
-4% -$17.1K 0.02% 310
2022
Q2 		$387K Sell
6,108
-126
-2% -$8.47K 0.03% 286
2022
Q1 		$450K Sell
6,234
-3,586
-37% -$260K 0.03% 306
2021
Q4 		$754K Sell
9,820
-578
-6% -$44.1K 0.04% 202
2021
Q3 		$783K Buy
+10,398
New +$807K 0.05% 191
2021
Q1 		– Sell
-10,155
Closed -$745K – 382
2020
Q4 		$745K Buy
10,155
+281
+3% +$19.8K 0.07% 179
2020
Q3 		$673K Buy
9,874
+1,607
+19% +$109K 0.07% 156
2020
Q2 		$546K Buy
8,267
+118
+1% +$7.66K 0.07% 159
2020
Q1 		$506K Sell
8,149
-3,916
-32% -$275K 0.08% 151
2019
Q4 		$899K Buy
+12,065
New +$899K 0.12% 139

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

SteelPeak Wealth's EFAV Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5.2% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,836 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #498.

SteelPeak Wealth first reported a position in EFAV in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.41M in Q4 2022. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • SteelPeak Wealth held 3,836 shares of iShares MSCI EAFE Min Vol Factor ETF worth $336K as of Q2 2026.
  • SteelPeak Wealth bought 188 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $17.1K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #498 holding.
  • SteelPeak Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 25 quarters since.
  • SteelPeak Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.41M in Q4 2022.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.