Westwood Holdings Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Westwood Holdings Group’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	$249K	Hold	2,724	–	–	﹤0.01%	441
2025 Q4	$235K	Hold	2,724	–	–	﹤0.01%	469
2025 Q3	$231K	Hold	2,724	–	–	﹤0.01%	475
2025 Q2	$229K	Hold	2,724	–	–	﹤0.01%	465
2025 Q1	$212K	Buy	+2,724	New	+$203K	﹤0.01%	453
2024 Q4	–	Sell	-2,755	Closed	-$211K	–	487
2024 Q3	$211K	Buy	+2,755	New	+$203K	﹤0.01%	463

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Westwood Holdings Group's EFAV Position: Q1 2026 in Review

Westwood Holdings Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 2,724 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Westwood Holdings Group first reported a position in EFAV in Q3 2024 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Westwood Holdings Group held 2,724 shares of iShares MSCI EAFE Min Vol Factor ETF worth $249K as of Q1 2026.
Westwood Holdings Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #441 holding.
Westwood Holdings Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2024 and has held it in 6 quarters since.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.