United Advisor Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

United Advisor Group’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	$229K	Buy	+2,508	New	+$227K	0.03%	460

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

United Advisor Group's EFAV Position: Q1 2026 in Review

United Advisor Group opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026: 2,508 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #460 among its holdings.

538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

United Advisor Group held 2,508 shares of iShares MSCI EAFE Min Vol Factor ETF worth $229K as of Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new United Advisor Group position in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #460 holding.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.