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Wolff Financial Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wolff Financial 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 		$550K Sell
6,270
-289
-4% -$26.2K 0.11% 70
2026
Q1 		$599K Hold
6,559
– – 0.13% 67
2025
Q4 		$566K Buy
6,559
+12
+0.2% +$1.03K 0.13% 64
2025
Q3 		$555K Sell
6,547
-5
-0.1% -$422 0.13% 67
2025
Q2 		$551K Buy
6,552
+117
+2% +$9.57K 0.14% 64
2025
Q1 		$501K Sell
6,435
-206
-3% -$15.4K 0.14% 66
2024
Q4 		$470K Sell
6,641
-493
-7% -$36.3K 0.13% 68
2024
Q3 		$547K Sell
7,134
-1,348
-16% -$99.6K 0.15% 65
2024
Q2 		$588K Sell
8,482
-967
-10% -$67.9K 0.43% 28
2024
Q1 		$670K Sell
9,449
-5,914
-38% -$411K 0.2% 54
2023
Q4 		$1.06M Sell
15,363
-3,075
-17% -$204K 0.33% 39
2023
Q3 		$1.2M Sell
18,438
-2,008
-10% -$135K 0.41% 35
2023
Q2 		$1.38M Sell
20,446
-4,885
-19% -$337K 1.2% 12
2023
Q1 		$1.71M Sell
25,331
-12,144
-32% -$799K 0.6% 26
2022
Q4 		$2.38M Sell
37,475
-100,813
-73% -$6.16M 0.88% 23
2022
Q3 		$7.88M Sell
138,288
-3,295
-2% -$207K 3.6% 8
2022
Q2 		$8.96M Sell
141,583
-176
-0.1% -$11.8K 3.99% 6
2022
Q1 		$10.2M Buy
141,759
+350
+0.2% +$25.4K 4.06% 8
2021
Q4 		$10.9M Buy
141,409
+3,591
+3% +$274K 4.11% 8
2021
Q3 		$10.4M Buy
+137,818
New +$10.7M 9.02% 4
2021
Q1 		$9.67M Buy
132,451
+690
+0.5% +$50.6K 4.43% 5
2020
Q4 		$9.67M Sell
131,761
-698
-0.5% -$49.2K 5.07% 4
2020
Q3 		$9.02M Buy
132,459
+2,555
+2% +$174K 5.35% 4
2020
Q2 		$8.58M Sell
129,904
-1,987
-2% -$129K 5.46% 4
2020
Q1 		$8.18M Buy
131,891
+15,135
+13% +$1.06M 6.18% 4
2019
Q4 		$8.7M Buy
116,756
+6,384
+6% +$476K 5.77% 4
2019
Q3 		$8.09M Buy
110,372
+11,775
+12% +$852K 5.9% 4
2019
Q2 		$7.16M Buy
98,597
+11,053
+13% +$795K 5.51% 4
2019
Q1 		$6.3M Buy
87,544
+12,591
+17% +$882K 5.23% 4
2018
Q4 		$5M Buy
+74,953
New +$5.15M 4.86% 4

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

Wolff Financial Management's EFAV Position: Q2 2026 in Review

Wolff Financial Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.4% in Q2 2026, selling an estimated $26.2K and leaving 6,270 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #70.

Wolff Financial Management first reported a position in EFAV in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.9M in Q4 2021. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Wolff Financial Management held 6,270 shares of iShares MSCI EAFE Min Vol Factor ETF worth $550K as of Q2 2026.
  • Wolff Financial Management sold 289 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $26.2K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.11% of Wolff Financial Management's portfolio in Q2 2026, its #70 holding.
  • Wolff Financial Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • Wolff Financial Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $10.9M in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.