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

Visionary Wealth 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
Q1 		$387K Buy
4,233
+34
+0.8% +$3.07K 0.02% 460
2025
Q4 		$362K Buy
4,199
+28
+0.7% +$2.39K 0.02% 459
2025
Q3 		$354K Sell
4,171
-600
-13% -$50.7K 0.02% 460
2025
Q2 		$401K Sell
4,771
-31,324
-87% -$2.56M 0.02% 401
2025
Q1 		$2.81M Buy
36,095
+422
+1% +$31.5K 0.17% 141
2024
Q4 		$2.52M Buy
35,673
+114
+0.3% +$8.39K 0.15% 147
2024
Q3 		$2.73M Sell
35,559
-4,993
-12% -$369K 0.17% 138
2024
Q2 		$2.81M Sell
40,552
-490
-1% -$34.4K 0.18% 133
2024
Q1 		$2.91M Sell
41,042
-6
-0% -$417 0.2% 132
2023
Q4 		$2.85M Sell
41,048
-4,842
-11% -$321K 0.21% 125
2023
Q3 		$2.99M Buy
45,890
+5,146
+13% +$346K 0.24% 111
2023
Q2 		$2.75M Buy
40,744
+1,534
+4% +$106K 0.22% 114
2023
Q1 		$2.65M Buy
39,210
+558
+1% +$36.7K 0.22% 106
2022
Q4 		$2.46M Sell
38,652
-364
-0.9% -$22.2K 0.23% 101
2022
Q3 		$2.22M Buy
39,016
+3,283
+9% +$206K 0.23% 104
2022
Q2 		$2.26M Buy
35,733
+633
+2% +$42.5K 0.2% 113
2022
Q1 		$2.53M Buy
35,100
+5,724
+19% +$415K 0.2% 110
2021
Q4 		$2.25M Buy
29,376
+2,128
+8% +$162K 0.18% 113
2021
Q3 		$2.05M Buy
27,248
+413
+2% +$32.1K 0.21% 100
2021
Q2 		$2.03M Sell
26,835
-211
-0.8% -$15.9K 0.2% 104
2021
Q1 		$1.97M Sell
27,046
-965
-3% -$70.8K 0.21% 110
2020
Q4 		$2.06M Sell
28,011
-350
-1% -$24.7K 0.23% 98
2020
Q3 		$1.93M Buy
28,361
+1,215
+4% +$82.7K 0.27% 89
2020
Q2 		$1.79M Buy
27,146
+4,424
+19% +$287K 0.27% 92
2020
Q1 		$1.41M Buy
22,722
+1,481
+7% +$104K 0.27% 91
2019
Q4 		$1.58M Buy
+21,241
New +$1.58M 0.28% 79

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Visionary Wealth Advisors's EFAV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.81% in Q1 2026, buying an estimated $3.07K and bringing the position to 4,233 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #460.

Visionary Wealth Advisors first reported a position in EFAV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.99M in Q3 2023. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Visionary Wealth Advisors held 4,233 shares of iShares MSCI EAFE Min Vol Factor ETF worth $387K as of Q1 2026.
  • Visionary Wealth Advisors bought 34 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $3.07K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #460 holding.
  • Visionary Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.99M in Q3 2023.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.