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Sunbelt Securities’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sunbelt Securities’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 		$281K Sell
3,079
-52
-2% -$4.7K 0.02% 544
2025
Q4 		$270K Buy
3,131
+4
+0.1% +$342 0.02% 556
2025
Q3 		$265K Buy
3,127
+565
+22% +$47.7K 0.02% 562
2025
Q2 		$181K Sell
2,562
-5
-0.2% -$409 0.02% 613
2025
Q1 		$200K Buy
2,567
+5
+0.2% +$373 0.02% 561
2024
Q4 		$181K Hold
2,562
– – 0.02% 615
2024
Q3 		$197K Hold
2,562
– – 0.02% 594
2024
Q2 		$178K Buy
2,562
+27
+1% +$1.9K 0.02% 584
2024
Q1 		$180K Hold
2,535
– – 0.02% 563
2023
Q4 		$176K Sell
2,535
-123
-5% -$8.15K 0.02% 528
2023
Q3 		$173K Hold
2,658
– – 0.02% 512
2023
Q2 		$179K Buy
2,658
+1,164
+78% +$80.3K 0.03% 491
2023
Q1 		$101K Buy
+1,494
New +$98.3K 0.02% 578

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

Sunbelt Securities's EFAV Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.7% in Q1 2026, selling an estimated $4.7K and leaving 3,079 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #544.

Sunbelt Securities first reported a position in EFAV in Q1 2023 and has held it in 13 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Sunbelt Securities held 3,079 shares of iShares MSCI EAFE Min Vol Factor ETF worth $281K as of Q1 2026.
  • Sunbelt Securities sold 52 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $4.7K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #544 holding.
  • Sunbelt Securities first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.