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Veery Capital’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Veery Capital’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 		$302K Buy
3,438
+497
+17% +$45.1K 0.08% 74
2026
Q1 		$269K Buy
2,941
+202
+7% +$18.2K 0.08% 72
2025
Q4 		$236K Hold
2,739
– – 0.07% 82
2025
Q3 		$232K Sell
2,739
-1
-0% -$84 0.07% 83
2025
Q2 		$230K Sell
2,740
-5
-0.2% -$409 0.08% 82
2025
Q1 		$214K Buy
+2,745
New +$205K 0.08% 84
2024
Q4 		– Sell
-2,748
Closed -$211K – 93
2024
Q3 		$211K Buy
+2,748
New +$203K 0.08% 85
2022
Q2 		– Sell
-3,211
Closed -$232K – 77
2022
Q1 		$232K Sell
3,211
-20
-0.6% -$1.45K 0.13% 69
2021
Q4 		$248K Sell
3,231
-15
-0.5% -$1.14K 0.13% 69
2021
Q3 		$245K Buy
3,246
+73
+2% +$5.67K 0.14% 66
2021
Q2 		$240K Sell
3,173
-118
-4% -$8.89K 0.14% 64
2021
Q1 		$240K Sell
3,291
-40
-1% -$2.94K 0.15% 63
2020
Q4 		$245K Buy
+3,331
New +$235K 0.17% 61

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

Veery Capital's EFAV Position: Q2 2026 in Review

Veery Capital increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 17% in Q2 2026, buying an estimated $45.1K and bringing the position to 3,438 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #74.

Veery Capital first reported a position in EFAV in Q4 2020 and has held it in 13 quarters since. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Veery Capital held 3,438 shares of iShares MSCI EAFE Min Vol Factor ETF worth $302K as of Q2 2026.
  • Veery Capital bought 497 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $45.1K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Veery Capital's portfolio in Q2 2026, its #74 holding.
  • Veery Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 13 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.