UBS AM
EFAV icon

UBS AM’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

UBS AM’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 		$277K Sell
3,158
-279
-8% -$25.3K ﹤0.01% 2665
2026
Q1 		$314K Buy
3,437
+3,161
+1,145% +$286K ﹤0.01% 2655
2025
Q4 		$23.8K Buy
+276
New +$23.6K ﹤0.01% 2716
2019
Q4 		– Sell
-645
Closed -$47.3K – 2614
2019
Q3 		$47.3K Buy
+645
New +$46.7K ﹤0.01% 2720
2019
Q2 		– Sell
-450
Closed -$32.4K – 2863
2019
Q1 		$32.4K Buy
+450
New +$31.5K ﹤0.01% 2649

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 22.96% 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

UBS AM's EFAV Position: Q2 2026 in Review

UBS AM reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.1% in Q2 2026, selling an estimated $25.3K and leaving 3,158 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

UBS AM first reported a position in EFAV in Q1 2019 and has held it in 5 quarters since. The position peaked at $314K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • UBS AM held 3,158 shares of iShares MSCI EAFE Min Vol Factor ETF worth $277K as of Q2 2026.
  • UBS AM sold 279 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $25.3K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2665 holding.
  • UBS AM first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 5 quarters since.
  • UBS AM's iShares MSCI EAFE Min Vol Factor ETF position peaked at $314K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.