Wealthspire Advisors (New York)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealthspire Advisors (New York)’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	$847K	Sell	9,653 -111	-1%	-$10.1K	﹤0.01%	597
2026 Q1	$892K	Hold	9,764	–	–	0.01%	428
2025 Q4	$842K	Sell	9,764 -3,399	-26%	-$291K	0.01%	468
2025 Q3	$1.12M	Sell	13,163 -3,205	-20%	-$271K	0.01%	367
2025 Q2	$1.38M	Sell	16,368 -2,077	-11%	-$170K	0.01%	332
2025 Q1	$1.44M	Sell	18,445 -22,364	-55%	-$1.67M	0.01%	323
2024 Q4	$2.89M	Sell	40,809 -13,450	-25%	-$990K	0.03%	198
2024 Q3	$4.16M	Sell	54,259 -1,194	-2%	-$88.2K	0.04%	158
2024 Q2	$3.85M	Sell	55,453 -25,101	-31%	-$1.76M	0.05%	135
2024 Q1	$5.71M	Sell	80,554 -37,333	-32%	-$2.6M	0.08%	109
2023 Q4	$8.17M	Sell	117,887 -5,069	-4%	-$336K	0.12%	83
2023 Q3	$8.02M	Buy	+122,956	New	+$8.26M	0.13%	80

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 22.9% 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

Wealthspire Advisors (New York)'s EFAV Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.1% in Q2 2026, selling an estimated $10.1K and leaving 9,653 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Wealthspire Advisors (New York) first reported a position in EFAV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.17M in Q4 2023. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Wealthspire Advisors (New York) held 9,653 shares of iShares MSCI EAFE Min Vol Factor ETF worth $847K as of Q2 2026.
Wealthspire Advisors (New York) sold 111 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $10.1K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #597 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.17M in Q4 2023.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.