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

Waverly 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 		$271K Sell
3,086
-61
-2% -$5.54K ﹤0.01% 1469
2026
Q1 		$288K Buy
3,147
+173
+6% +$15.6K ﹤0.01% 1320
2025
Q4 		$257K Sell
2,974
-3,220
-52% -$275K ﹤0.01% 1275
2025
Q3 		$525K Buy
6,194
+3,729
+151% +$315K 0.01% 836
2025
Q2 		$207K Buy
+2,465
New +$202K ﹤0.01% 1109

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

Waverly Advisors's EFAV Position: Q2 2026 in Review

Waverly Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.9% in Q2 2026, selling an estimated $5.54K and leaving 3,086 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Waverly Advisors first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $525K in Q3 2025. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Waverly Advisors held 3,086 shares of iShares MSCI EAFE Min Vol Factor ETF worth $271K as of Q2 2026.
  • Waverly Advisors sold 61 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $5.54K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1469 holding.
  • Waverly Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $525K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.