Western Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Western Wealth Management’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	$405K	Sell	4,617 -77	-2%	-$6.99K	0.01%	741
2026 Q1	$429K	Sell	4,694 -294	-6%	-$26.6K	0.02%	683
2025 Q4	$430K	Buy	4,988 +931	+23%	+$79.6K	0.02%	556
2025 Q3	$344K	Buy	4,057 +678	+20%	+$57.2K	0.02%	551
2025 Q2	$284K	Buy	3,379 +777	+30%	+$63.6K	0.02%	564
2025 Q1	$203K	Buy	+2,602	New	+$194K	0.01%	650
2022 Q4	–	Sell	-7,059	Closed	-$401K	–	649
2022 Q3	$401K	Buy	7,059 +1,508	+27%	+$94.6K	0.02%	557
2022 Q2	$352K	Buy	5,551 +739	+15%	+$49.7K	0.02%	563
2022 Q1	$348K	Buy	4,812 +1,200	+33%	+$87.1K	0.02%	622
2021 Q4	$278K	Buy	+3,612	New	+$275K	0.03%	494
2021 Q2	–	Sell	-2,895	Closed	-$211K	–	625
2021 Q1	$211K	Sell	2,895 -124	-4%	-$9.1K	0.03%	492
2020 Q4	$222K	Sell	3,019 -266	-8%	-$18.7K	0.03%	425
2020 Q3	$224K	Sell	3,285 -974	-23%	-$66.3K	0.04%	389
2020 Q2	$281K	Buy	4,259 +38	+0.9%	+$2.47K	0.05%	330
2020 Q1	$262K	Sell	4,221 -4,410	-51%	-$310K	0.06%	293
2019 Q4	$643K	Buy	8,631 +354	+4%	+$26.4K	0.1%	199
2019 Q3	$605K	Buy	8,277 +763	+10%	+$55.2K	0.13%	186
2019 Q2	$544K	Sell	7,514 -323	-4%	-$23.2K	0.07%	208
2019 Q1	$562K	Buy	7,837 +2,061	+36%	+$144K	0.13%	188
2018 Q4	$389K	Buy	+5,776	New	+$397K	0.1%	212

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

Western Wealth Management's EFAV Position: Q2 2026 in Review

Western Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.6% in Q2 2026, selling an estimated $6.99K and leaving 4,617 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #741.

Western Wealth Management first reported a position in EFAV in Q4 2018 and has held it in 20 quarters since. The position peaked at $643K in Q4 2019. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Western Wealth Management held 4,617 shares of iShares MSCI EAFE Min Vol Factor ETF worth $405K as of Q2 2026.
Western Wealth Management sold 77 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.99K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #741 holding.
Western Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 20 quarters since.
Western Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $643K in Q4 2019.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.