Sweeney & Michel’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sweeney & Michel’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	$929K	Sell	9,857 -86	-0.9%	-$7.8K	0.24%	65
2026 Q1	$929K	Buy	9,943 +100	+1%	+$9.03K	0.27%	63
2025 Q4	$921K	Buy	9,843 +381	+4%	+$32.6K	0.27%	61
2025 Q3	$792K	Hold	9,462	–	–	0.27%	64
2025 Q2	$788K	Buy	9,462 +132	+1%	+$10.8K	0.28%	61
2025 Q1	$683K	Buy	+9,330	New	+$697K	0.3%	59
2024 Q3	$779K	Hold	10,245	–	–	0.31%	58
2024 Q2	$717K	Sell	10,245 -1,551	-13%	-$109K	0.31%	56
2024 Q1	$846K	Buy	+11,796	New	+$821K	0.37%	48
2023 Q3	$1.26M	Buy	19,477 +445	+2%	+$29.9K	0.66%	28
2023 Q2	$1.29M	Buy	19,032 +291	+2%	+$20.1K	0.66%	25
2023 Q1	$1.29M	Buy	+18,741	New	+$1.23M	0.69%	25

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

Sweeney & Michel's EFAV Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.86% in Q2 2026, selling an estimated $7.8K and leaving 9,857 shares worth $929K. The position accounts for 0.24% of the portfolio, ranked #65.

Sweeney & Michel first reported a position in EFAV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q1 2023. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Sweeney & Michel held 9,857 shares of iShares MSCI EAFE Min Vol Factor ETF worth $929K as of Q2 2026.
Sweeney & Michel sold 86 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $7.8K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.24% of Sweeney & Michel's portfolio in Q2 2026, its #65 holding.
Sweeney & Michel first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.29M in Q1 2023.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.