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World Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

World Investment Advisors’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 		$5.31M Sell
58,090
-198
-0.3% -$18K 0.09% 246
2026
Q1 		$5.33M Sell
58,288
-1,103
-2% -$99.6K 0.09% 246
2025
Q4 		$5.12M Buy
59,391
+989
+2% +$84.5K 0.08% 257
2025
Q3 		$4.95M Sell
58,402
-943
-2% -$79.6K 0.1% 226
2025
Q2 		$4.99M Buy
59,345
+2,018
+4% +$165K 0.11% 210
2025
Q1 		$4.47M Sell
57,327
-1,204
-2% -$89.9K 0.12% 208
2024
Q4 		$4.14M Buy
58,531
+54,658
+1,411% +$4.02M 0.11% 202
2024
Q3 		$297K Buy
+3,873
New +$286K 0.01% 743
2022
Q4 		– Sell
-13,192
Closed -$752K – 247
2022
Q3 		$752K Sell
13,192
-717
-5% -$45K 0.18% 96
2022
Q2 		$902K Buy
13,909
+804
+6% +$54K 0.19% 90
2022
Q1 		$945K Sell
13,105
-213
-2% -$15.5K 0.2% 94
2021
Q4 		$975K Buy
13,318
+1
+0% +$76 0.2% 93
2021
Q3 		$1M Sell
13,317
-157
-1% -$12.2K 0.23% 76
2021
Q2 		$1.02M Buy
13,474
+1,772
+15% +$134K 0.23% 73
2021
Q1 		$870K Sell
11,702
-7
-0.1% -$514 0.21% 82
2020
Q4 		$874K Buy
+11,709
New +$825K 0.22% 80
2020
Q1 		– Sell
-5,853
Closed -$436K – 146
2019
Q4 		$436K Buy
+5,853
New +$436K 0.17% 81

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

World Investment Advisors's EFAV Position: Q2 2026 in Review

World Investment Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.34% in Q2 2026, selling an estimated $18K and leaving 58,090 shares worth $5.31M. The position accounts for 0.09% of the portfolio, ranked #246.

World Investment Advisors first reported a position in EFAV in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.33M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • World Investment Advisors held 58,090 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.31M as of Q2 2026.
  • World Investment Advisors sold 198 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $18K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • World Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 17 quarters since.
  • World Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.33M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.