Tucker Asset Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Tucker Asset Management’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	–	Sell	-12	Closed	-$1.03K	–	559
2025 Q4	$1.03K	Buy	+12	New	+$1.03K	﹤0.01%	941
2025 Q1	–	Sell	-28	Closed	-$1.98K	–	476
2024 Q4	$1.98K	Hold	28	–	–	﹤0.01%	1210
2024 Q3	$2.15K	Buy	+28	New	+$2.07K	﹤0.01%	1156
2024 Q1	–	Sell	-1	Closed	-$69	–	1685
2023 Q4	$69	Buy	+1	New	+$66	﹤0.01%	1410
2023 Q3	–	Sell	-30	Closed	-$2.02K	–	1429
2023 Q2	$2.02K	Hold	30	–	–	﹤0.01%	848
2023 Q1	$2.03K	Hold	30	–	–	﹤0.01%	893
2022 Q4	$1.92K	Buy	30 +25	+500%	+$1.53K	﹤0.01%	559
2022 Q3	$293	Buy	+5	New	+$314	﹤0.01%	779

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

Tucker Asset Management's EFAV Position: Q1 2026 in Review

Tucker Asset Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 12 shares — an estimated $1.03K sold.

Tucker Asset Management first reported a position in EFAV in Q3 2022 and held it in 8 quarters. The position peaked at $2.15K in Q3 2024. 543 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Tucker Asset Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 12 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $1.03K.
Tucker Asset Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2022 and held it in 8 quarters.
Tucker Asset Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.15K in Q3 2024.
543 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.