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TSG Advice Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

TSG Advice 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
Q1 		$1.29M Sell
14,135
-8
-0.1% -$723 0.19% 41
2025
Q4 		$1.22M Buy
+14,143
New +$1.21M 0.19% 34

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

TSG Advice Partners's EFAV Position: Q1 2026 in Review

TSG Advice Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.06% in Q1 2026, selling an estimated $723 and leaving 14,135 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #41.

TSG Advice Partners first reported a position in EFAV in Q4 2025 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • TSG Advice Partners held 14,135 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.29M as of Q1 2026.
  • TSG Advice Partners sold 8 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $723.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.19% of TSG Advice Partners's portfolio in Q1 2026, its #41 holding.
  • TSG Advice Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.