VestGen Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

VestGen Advisors’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	$487K	Sell	5,553 -5,363	-49%	-$487K	0.01%	678
2026 Q1	$994K	Buy	+10,916	New	+$986K	0.03%	468
2025 Q4	–	Sell	-5,395	Closed	-$458K	–	782
2025 Q3	$458K	Hold	5,395	–	–	0.02%	502
2025 Q2	$454K	Hold	5,395	–	–	0.02%	434
2025 Q1	$420K	Buy	+5,395	New	+$403K	0.02%	407

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

VestGen Advisors's EFAV Position: Q2 2026 in Review

VestGen Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 49% in Q2 2026, selling an estimated $487K and leaving 5,553 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #678.

VestGen Advisors first reported a position in EFAV in Q1 2025 and has held it in 5 quarters since. The position peaked at $994K in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

VestGen Advisors held 5,553 shares of iShares MSCI EAFE Min Vol Factor ETF worth $487K as of Q2 2026.
VestGen Advisors sold 5,363 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $487K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #678 holding.
VestGen Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $994K in Q1 2026.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.