VFIC
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Valley Forge Investment Consultants’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Valley Forge Investment Consultants’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 		$1.48M Buy
16,860
+1,174
+7% +$107K 0.38% 25
2026
Q1 		$1.43M Hold
15,686
– – 0.43% 25
2025
Q4 		$1.35M Sell
15,686
-743
-5% -$63.5K 0.39% 25
2025
Q3 		$1.39M Hold
16,429
– – 0.41% 27
2025
Q2 		$1.38M Buy
16,429
+2,703
+20% +$221K 0.44% 25
2025
Q1 		$1.07M Buy
13,726
+260
+2% +$19.4K 0.38% 24
2024
Q4 		$952K Buy
13,466
+130
+1% +$9.57K 0.33% 32
2024
Q3 		$1.02M Buy
13,336
+171
+1% +$12.6K 0.36% 26
2024
Q2 		$913K Buy
13,165
+928
+8% +$65.1K 0.35% 25
2024
Q1 		$867K Hold
12,237
– – 0.34% 25
2023
Q4 		$849K Sell
12,237
-1,709
-12% -$113K 0.38% 25
2023
Q3 		$910K Buy
13,946
+419
+3% +$28.1K 0.41% 29
2023
Q2 		$913K Sell
13,527
-1,342
-9% -$92.5K 0.45% 26
2023
Q1 		$1.01M Sell
14,869
-1,120
-7% -$73.7K 0.52% 21
2022
Q4 		$1.02M Sell
15,989
-285
-2% -$17.4K 0.54% 20
2022
Q3 		$928K Buy
16,274
+978
+6% +$61.3K 0.51% 23
2022
Q2 		$968K Sell
15,296
-781
-5% -$52.5K 0.48% 23
2022
Q1 		$1.16M Sell
16,077
-7,708
-32% -$559K 0.48% 25
2021
Q4 		$1.83M Buy
23,785
+219
+0.9% +$16.7K 0.81% 19
2021
Q3 		$1.77M Buy
23,566
+54
+0.2% +$4.19K 0.95% 19
2021
Q2 		$1.78M Buy
23,512
+8,258
+54% +$622K 0.96% 19
2021
Q1 		$1.11M Buy
15,254
+516
+4% +$37.9K 0.76% 23
2020
Q4 		$1.08M Buy
+14,738
New +$1.04M 0.94% 21

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

Valley Forge Investment Consultants's EFAV Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 7.5% in Q2 2026, buying an estimated $107K and bringing the position to 16,860 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #25.

Valley Forge Investment Consultants first reported a position in EFAV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q4 2021. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Valley Forge Investment Consultants held 16,860 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.48M as of Q2 2026.
  • Valley Forge Investment Consultants bought 1,174 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $107K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.38% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #25 holding.
  • Valley Forge Investment Consultants first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Valley Forge Investment Consultants's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.83M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.