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StoneX Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

StoneX Group’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 		$269K Buy
+3,065
New +$278K 0.01% 896
2026
Q1 		– Sell
-4,349
Closed -$375K – 1002
2025
Q4 		$375K Buy
4,349
+1,443
+50% +$123K 0.02% 618
2025
Q3 		$247K Buy
+2,906
New +$245K 0.01% 759
2025
Q2 		– Sell
-3,179
Closed -$248K – 916
2025
Q1 		$248K Sell
3,179
-827
-21% -$61.7K 0.01% 706
2024
Q4 		$283K Buy
4,006
+145
+4% +$10.7K 0.02% 623
2024
Q3 		$296K Sell
3,861
-701
-15% -$51.8K 0.02% 474
2024
Q2 		$316K Sell
4,562
-3,023
-40% -$212K 0.03% 448
2024
Q1 		$538K Sell
7,585
-177
-2% -$12.3K 0.05% 296
2023
Q4 		$538K Buy
7,762
+60
+0.8% +$3.98K 0.05% 293
2023
Q3 		$503K Buy
7,702
+496
+7% +$33.3K 0.05% 290
2023
Q2 		$486K Sell
7,206
-481
-6% -$33.2K 0.05% 298
2023
Q1 		$520K Sell
7,687
-982
-11% -$64.6K 0.06% 292
2022
Q4 		$551K Sell
8,669
-56
-0.6% -$3.42K 0.07% 273
2022
Q3 		$497K Sell
8,725
-3,903
-31% -$245K 0.07% 270
2022
Q2 		$799K Buy
12,628
+2,980
+31% +$200K 0.1% 199
2022
Q1 		$696K Sell
9,648
-765
-7% -$55.5K 0.06% 288
2021
Q4 		$799K Sell
10,413
-573
-5% -$43.7K 0.09% 210
2021
Q3 		$828K Sell
10,986
-888
-7% -$69K 0.12% 184
2021
Q2 		$897K Sell
11,874
-1,875
-14% -$141K 0.13% 167
2021
Q1 		$1M Sell
13,749
-2,587
-16% -$190K 0.18% 111
2020
Q4 		$1.2M Buy
16,336
+507
+3% +$35.7K 0.26% 74
2020
Q3 		$1.08M Sell
15,829
-48
-0.3% -$3.27K 0.35% 63
2020
Q2 		$1.05M Buy
15,877
+2,675
+20% +$174K 0.4% 59
2020
Q1 		$820K Sell
13,202
-8,252
-38% -$580K 0.44% 64
2019
Q4 		$1.6M Buy
+21,454
New +$1.6M 0.65% 36

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

StoneX Group's EFAV Position: Q2 2026 in Review

StoneX Group opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 3,065 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: StoneX Group previously reported a position in EFAV as recently as Q4 2025.

StoneX Group first reported a position in EFAV in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.6M in Q4 2019. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • StoneX Group held 3,065 shares of iShares MSCI EAFE Min Vol Factor ETF worth $269K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new StoneX Group position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #896 holding.
  • StoneX Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 25 quarters since.
  • StoneX Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.6M in Q4 2019.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.