Traction Financial Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Traction Financial 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	$369K	Sell	4,207 -34	-0.8%	-$3.08K	0.2%	45
2026 Q1	$388K	Hold	4,241	–	–	0.24%	42
2025 Q4	$366K	Hold	4,241	–	–	0.22%	41
2025 Q3	$360K	Hold	4,241	–	–	0.22%	41
2025 Q2	$356K	Buy	4,241 +6	+0.1%	+$491	0.24%	46
2025 Q1	$330K	Sell	4,235 -623	-13%	-$46.5K	0.26%	39
2024 Q4	$344K	Hold	4,858	–	–	0.27%	42
2024 Q3	$373K	Hold	4,858	–	–	0.29%	41
2024 Q2	$358K	Sell	4,858 -142	-3%	-$9.97K	0.26%	41
2024 Q1	$357K	Sell	5,000 -1,894	-27%	-$132K	0.28%	40
2023 Q4	$478K	Buy	+6,894	New	+$457K	0.32%	38

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 22.9% 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

Traction Financial Partners's EFAV Position: Q2 2026 in Review

Traction Financial Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.8% in Q2 2026, selling an estimated $3.08K and leaving 4,207 shares worth $369K. The position accounts for 0.2% of the portfolio, ranked #45.

Traction Financial Partners first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $478K in Q4 2023. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Traction Financial Partners held 4,207 shares of iShares MSCI EAFE Min Vol Factor ETF worth $369K as of Q2 2026.
Traction Financial Partners sold 34 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $3.08K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.2% of Traction Financial Partners's portfolio in Q2 2026, its #45 holding.
Traction Financial Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Traction Financial Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $478K in Q4 2023.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.