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Stephens Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Stephens Inc’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 		$815K Buy
9,293
+53
+0.6% +$4.81K 0.01% 735
2026
Q1 		$844K Hold
9,240
– – 0.01% 687
2025
Q4 		$797K Hold
9,240
– – 0.01% 690
2025
Q3 		$784K Hold
9,240
– – 0.01% 707
2025
Q2 		$777K Buy
9,240
+180
+2% +$14.7K 0.01% 696
2025
Q1 		$706K Hold
9,060
– – 0.01% 702
2024
Q4 		$641K Sell
9,060
-35
-0.4% -$2.58K 0.01% 740
2024
Q3 		$698K Hold
9,095
– – 0.01% 714
2024
Q2 		$631K Sell
9,095
-640
-7% -$44.9K 0.01% 704
2024
Q1 		$690K Sell
9,735
-208
-2% -$14.5K 0.01% 688
2023
Q4 		$689K Buy
9,943
+208
+2% +$13.8K 0.01% 639
2023
Q3 		$635K Buy
9,735
+35
+0.4% +$2.35K 0.01% 645
2023
Q2 		$655K Hold
9,700
– – 0.01% 659
2023
Q1 		$656K Sell
9,700
-97
-1% -$6.38K 0.01% 637
2022
Q4 		$623K Hold
9,797
– – 0.01% 624
2022
Q3 		$559K Buy
9,797
+6,000
+158% +$376K 0.01% 667
2022
Q2 		$240K Sell
3,797
-300
-7% -$20.2K ﹤0.01% 1005
2022
Q1 		$296K Buy
4,097
+1,228
+43% +$89.1K ﹤0.01% 1017
2021
Q4 		$220K Hold
2,869
– – ﹤0.01% 1169
2021
Q3 		$216K Buy
2,869
+27
+1% +$2.1K ﹤0.01% 1186
2021
Q2 		$215K Buy
+2,842
New +$214K ﹤0.01% 1178
2019
Q3 		– Sell
-4,054
Closed -$294K – 1160
2019
Q2 		$294K Buy
4,054
+125
+3% +$8.99K 0.01% 929
2019
Q1 		$283K Buy
3,929
+40
+1% +$2.8K 0.01% 935
2018
Q4 		$259K Sell
3,889
-1,683
-30% -$116K 0.01% 900
2018
Q3 		$406K Hold
5,572
– – 0.01% 845
2018
Q2 		$396K Buy
+5,572
New +$410K 0.01% 659

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

Stephens Inc's EFAV Position: Q2 2026 in Review

Stephens Inc increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.57% in Q2 2026, buying an estimated $4.81K and bringing the position to 9,293 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #735.

Stephens Inc first reported a position in EFAV in Q2 2018 and has held it in 26 quarters since. The position peaked at $844K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Stephens Inc held 9,293 shares of iShares MSCI EAFE Min Vol Factor ETF worth $815K as of Q2 2026.
  • Stephens Inc bought 53 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $4.81K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #735 holding.
  • Stephens Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and has held it in 26 quarters since.
  • Stephens Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $844K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.