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 Q2	$375K	Buy	4,272 +39	+0.9%	+$3.54K	0.01%	492
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 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

Visionary Wealth Advisors's EFAV Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.92% in Q2 2026, buying an estimated $3.54K and bringing the position to 4,272 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #492.

Visionary Wealth Advisors first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.99M in Q3 2023. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Visionary Wealth Advisors held 4,272 shares of iShares MSCI EAFE Min Vol Factor ETF worth $375K as of Q2 2026.
Visionary Wealth Advisors bought 39 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $3.54K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #492 holding.
Visionary Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.99M in Q3 2023.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.