Straight Path Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Straight Path Wealth Management’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	$223K	Hold	2,446	–	–	0.06%	116
2025 Q4	$211K	Hold	2,446	–	–	0.06%	119
2025 Q3	$207K	Hold	2,446	–	–	0.06%	133
2025 Q2	$206K	Sell	2,446 -342	-12%	-$28K	0.07%	111
2025 Q1	$217K	Buy	+2,788	New	+$208K	0.09%	96

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Straight Path Wealth Management's EFAV Position: Q1 2026 in Review

Straight Path Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 2,446 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #116.

Straight Path Wealth Management first reported a position in EFAV in Q1 2025 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Straight Path Wealth Management held 2,446 shares of iShares MSCI EAFE Min Vol Factor ETF worth $223K as of Q1 2026.
Straight Path Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of Straight Path Wealth Management's portfolio in Q1 2026, its #116 holding.
Straight Path Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.