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

Strategic Wealth Partners’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	$28K	Sell	319 -20	-6%	-$1.81K	﹤0.01%	666
2026 Q1	$31K	Sell	339 -17	-5%	-$1.54K	﹤0.01%	610
2025 Q4	$30.7K	Buy	356 +224	+170%	+$19.1K	﹤0.01%	615
2025 Q3	$11.2K	Sell	132 -60	-31%	-$5.07K	﹤0.01%	869
2025 Q2	$16.1K	Buy	+192	New	+$15.7K	﹤0.01%	700
2019 Q3	–	Sell	-228	Closed	-$16K	–	739
2019 Q2	$16K	Buy	+228	New	+$16.4K	0.01%	393
2018 Q1	–	Sell	-23	Closed	-$2K	–	795
2017 Q4	$2K	Buy	+23	New	+$1.66K	﹤0.01%	690

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Strategic Wealth Partners's EFAV Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5.9% in Q2 2026, selling an estimated $1.81K and leaving 319 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Strategic Wealth Partners first reported a position in EFAV in Q4 2017 and has held it in 7 quarters since. The position peaked at $31K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Strategic Wealth Partners held 319 shares of iShares MSCI EAFE Min Vol Factor ETF worth $28K as of Q2 2026.
Strategic Wealth Partners sold 20 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.81K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #666 holding.
Strategic Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 7 quarters since.
Strategic Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $31K in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.