1900 Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

1900 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 Q3	$639K	Hold	7,018	–	–	0.03%	167
2026 Q2	$616K	Sell	7,018 -408	-5%	-$37K	0.03%	156
2026 Q1	$679K	Sell	7,426 -95	-1%	-$8.58K	0.04%	140
2025 Q4	$649K	Buy	7,521 +22	+0.3%	+$1.88K	0.04%	135
2025 Q3	$636K	Sell	7,499 -169	-2%	-$14.3K	0.04%	127
2025 Q2	$645K	Sell	7,668 -548	-7%	-$44.8K	0.05%	117
2025 Q1	$640K	Sell	8,216 -694	-8%	-$51.8K	0.05%	111
2024 Q4	$630K	Sell	8,910 -163	-2%	-$12K	0.05%	119
2024 Q3	$696K	Sell	9,073 -153	-2%	-$11.3K	0.06%	118
2024 Q2	$640K	Sell	9,226 -9,101	-50%	-$639K	0.06%	123
2024 Q1	$1.3M	Sell	18,327 -19,249	-51%	-$1.34M	0.12%	92
2023 Q4	$2.61M	Sell	37,576 -28,318	-43%	-$1.88M	0.24%	78
2023 Q3	$4.3M	Sell	65,894 -57,669	-47%	-$3.87M	0.43%	57
2023 Q2	$8.34M	Sell	123,563 -17,210	-12%	-$1.19M	0.86%	27
2023 Q1	$9.1M	Sell	140,773 -835	-0.6%	-$55K	0.98%	25
2022 Q4	$9M	Sell	141,608 -13,962	-9%	-$853K	0.98%	26
2022 Q3	$8.87M	Sell	155,570 -776	-0.5%	-$48.7K	1.04%	24
2022 Q2	$9.9M	Sell	156,346 -17,809	-10%	-$1.2M	1.08%	24
2022 Q1	$12.6M	Sell	174,155 -347	-0.2%	-$25.2K	1.2%	22
2021 Q4	$13.4M	Buy	174,502 +4,828	+3%	+$368K	1.21%	23
2021 Q3	$12.8M	Sell	169,674 -23,611	-12%	-$1.83M	1.24%	21
2021 Q2	$14.6M	Sell	193,285 -35,486	-16%	-$2.67M	1.4%	18
2021 Q1	$16.7M	Sell	228,771 -13,189	-5%	-$968K	1.26%	14
2020 Q4	$17.8M	Buy	+241,960	New	+$17M	2.08%	14

Other funds holding EFAV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

1900 Wealth Management's EFAV Position: Q3 2026 in Review

1900 Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 7,018 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #167.

1900 Wealth Management first reported a position in EFAV in Q4 2020 and has held it in 24 quarters since. The position peaked at $17.8M in Q4 2020. 46 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

1900 Wealth Management held 7,018 shares of iShares MSCI EAFE Min Vol Factor ETF worth $639K as of Q3 2026.
1900 Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of 1900 Wealth Management's portfolio in Q3 2026, its #167 holding.
1900 Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 24 quarters since.
1900 Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $17.8M in Q4 2020.
46 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.