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 Q2	–	Sell	-2,724	Closed	-$249K	–	643
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 $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

Westwood Holdings Group's EFAV Position: Q2 2026 in Review

Westwood Holdings Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 2,724 shares — an estimated $249K sold.

Westwood Holdings Group first reported a position in EFAV in Q3 2024 and held it in 6 quarters. The position peaked at $249K in Q1 2026. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Westwood Holdings Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Westwood Holdings Group sold 2,724 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $249K.
Westwood Holdings Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2024 and held it in 6 quarters.
Westwood Holdings Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $249K in Q1 2026.
532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.