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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
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 0.13% 214
2024
Q2 		$316K Sell
4,562
-3,023
-40% -$212K 0.15% 198
2024
Q1 		$538K Sell
7,585
-177
-2% -$12.3K 0.28% 87
2023
Q4 		$538K Buy
7,762
+60
+0.8% +$3.98K 0.29% 91
2023
Q3 		$503K Buy
7,702
+496
+7% +$33.3K 0.28% 92
2023
Q2 		$486K Sell
7,206
-481
-6% -$33.2K 0.27% 101
2023
Q1 		$520K Sell
7,687
-982
-11% -$64.6K 0.31% 93
2022
Q4 		$551K Sell
8,669
-56
-0.6% -$3.42K 0.08% 205
2022
Q3 		$497K Sell
8,725
-3,903
-31% -$245K 0.09% 160
2022
Q2 		$799K Buy
12,628
+2,980
+31% +$200K 0.13% 127
2022
Q1 		$696K Sell
9,648
-765
-7% -$55.5K 0.07% 252
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 $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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: Q1 2026 in Review

StoneX Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 4,349 shares — an estimated $375K sold.

StoneX Group first reported a position in EFAV in Q4 2019 and held it in 24 quarters. The position peaked at $1.6M in Q4 2019. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • StoneX Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 4,349 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $375K.
  • StoneX Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 24 quarters.
  • StoneX Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.6M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.